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 | $90,560 | $156,846-42.3% | $121,098-25.2% | $139,434-35.1% |
| Participation rate | 39.1% | 76.4%-37.3pp | 69.5%-30.4pp | 80.3%-41.2pp |
| Annual return | 22.70% | 1474.56%-1451.9pp | 985.75%-963.1pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,748 | $5,536-68.4% | $4,164-58.0% | $4,751-63.2% |
| Participant deferral / active EE | $4,228 | $4,844-12.7% | $4,080+3.6% | $6,710-37.0% |
| Admin fee / account holder | $2,084 | $6,946-70.0% | $5,644-63.1% | $11,403-81.7% |