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 | $70,267 | $176,056-60.1% | $159,436-55.9% | $167,490-58.0% |
| Participation rate | 61.1% | 84.9%-23.8pp | 82.8%-21.7pp | 82.1%-21.0pp |
| Annual return | 14.44% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,988 | $5,297-62.5% | $4,829-58.8% | $4,837-58.9% |
| Participant deferral / active EE | $5,229 | $7,750-32.5% | $7,352-28.9% | $6,341-17.5% |
| Admin fee / account holder | $873 | $12,554-93.0% | $10,799-91.9% | $12,309-92.9% |