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 | $231,851 | $176,056+31.7% | $159,436+45.4% | $167,490+38.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.44% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,755 | $5,297-66.9% | $4,829-63.7% | $4,837-63.7% |
| Participant deferral / active EE | $5,423 | $7,750-30.0% | $7,352-26.2% | $6,341-14.5% |
| Admin fee / account holder | $2,426 | $12,554-80.7% | $10,799-77.5% | $12,309-80.3% |