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 | $98,477 | $210,648-53.3% | $177,989-44.7% | $145,922-32.5% |
| Participation rate | 58.8% | 80.8%-21.9pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 14.18% | 385.86%-371.7pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,991 | $4,565-12.6% | $3,949+1.1% | $4,660-14.4% |
| Participant deferral / active EE | $2,175 | $6,958-68.7% | $6,276-65.3% | $6,688-67.5% |
| Admin fee / account holder | $2,158 | $12,013-82.0% | $10,363-79.2% | $13,397-83.9% |