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 | $86,218 | $159,901-46.1% | $146,958-41.3% | $145,922-40.9% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.5pp | 80.3%-27.6pp |
| Annual return | 13.68% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,473 | $5,286-53.2% | $4,933-49.9% | $4,660-46.9% |
| Participant deferral / active EE | $4,325 | $8,428-48.7% | $8,070-46.4% | $6,688-35.3% |
| Admin fee / account holder | $4,701 | $15,044-68.8% | $12,998-63.8% | $13,397-64.9% |