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 | $93,245 | $111,754-16.6% | $103,333-9.8% | $145,922-36.1% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 41.83% | 24.77%+17.1pp | 24.88%+16.9pp | 561.29%-519.5pp |
| Employer contribution / active EE | $1,841 | $4,212-56.3% | $3,868-52.4% | $4,660-60.5% |
| Participant deferral / active EE | $4,553 | $5,619-19.0% | $5,057-10.0% | $6,688-31.9% |
| Admin fee / account holder | $336 | $9,750-96.5% | $8,355-96.0% | $13,397-97.5% |