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 | $203,121 | $144,119+40.9% | $117,854+72.3% | $147,584+37.6% |
| Participation rate | 38.1% | 83.4%-45.3pp | 79.7%-41.6pp | 82.8%-44.7pp |
| Annual return | 25.19% | 531.15%-506.0pp | 335.08%-309.9pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,891 | $4,896-61.4% | $3,786-50.0% | $4,876-61.2% |
| Participant deferral / active EE | $4,146 | $5,316-22.0% | $4,482-7.5% | $5,439-23.8% |
| Admin fee / account holder | $796 | $10,886-92.7% | $8,020-90.1% | $10,885-92.7% |