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 | $63,800 | $144,119-55.7% | $117,854-45.9% | $147,584-56.8% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 16.04% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,429 | $4,896-70.8% | $3,786-62.3% | $4,876-70.7% |
| Participant deferral / active EE | $8,065 | $5,316+51.7% | $4,482+80.0% | $5,439+48.3% |
| Admin fee / account holder | $486 | $10,886-95.5% | $8,020-93.9% | $10,885-95.5% |