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 | $93,745 | $180,749-48.1% | $160,784-41.7% | $137,256-31.7% |
| Participation rate | 63.6% | 80.0%-16.3pp | 77.0%-13.3pp | 80.0%-16.3pp |
| Annual return | 12.09% | 2234.46%-2222.4pp | 1803.92%-1791.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $617 | $4,155-85.2% | $3,733-83.5% | $4,156-85.2% |
| Participant deferral / active EE | $4,522 | $6,844-33.9% | $6,293-28.1% | $6,407-29.4% |
| Admin fee / account holder | $447 | $10,397-95.7% | $9,717-95.4% | $12,270-96.4% |