See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,514 | $180,449-57.0% | $154,107-49.7% | $135,375-42.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 2.35% | 888.09%-885.7pp | 735.12%-732.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $1,329 | $6,035-78.0% | $5,298-74.9% | $4,779-72.2% |
| Participant deferral / active EE | $2,121 | $5,806-63.5% | $5,081-58.3% | $5,609-62.2% |
| Admin fee / account holder | $40,282 | $16,143+149.5% | $13,411+200.4% | $10,827+272.1% |