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 | $82,374 | $210,648-60.9% | $177,989-53.7% | $145,922-43.5% |
| Participation rate | 47.8% | 80.8%-32.9pp | 77.1%-29.3pp | 80.3%-32.5pp |
| Annual return | 16.61% | 385.86%-369.3pp | 294.48%-277.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,028 | $4,565-55.6% | $3,949-48.7% | $4,660-56.5% |
| Participant deferral / active EE | $4,343 | $6,958-37.6% | $6,276-30.8% | $6,688-35.1% |
| Admin fee / account holder | $694 | $12,013-94.2% | $10,363-93.3% | $13,397-94.8% |