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 | $79,559 | $169,032-52.9% | $129,207-38.4% | $145,922-45.5% |
| Participation rate | 34.8% | 76.4%-41.7pp | 69.6%-34.8pp | 80.3%-45.5pp |
| Annual return | 13.17% | 14330.11%-14316.9pp | 9417.33%-9404.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,771 | $5,537-68.0% | $4,153-57.4% | $4,660-62.0% |
| Participant deferral / active EE | $4,113 | $4,987-17.5% | $4,168-1.3% | $6,688-38.5% |
| Admin fee / account holder | $8,957 | $9,954-10.0% | $7,715+16.1% | $13,397-33.1% |