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 | $37,131 | $144,119-74.2% | $117,854-68.5% | $147,584-74.8% |
| Participation rate | 63.2% | 83.4%-20.3pp | 79.7%-16.5pp | 82.8%-19.7pp |
| Annual return | 18.31% | 531.15%-512.8pp | 335.08%-316.8pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,763 | $4,896-43.6% | $3,786-27.0% | $4,876-43.3% |
| Participant deferral / active EE | $4,874 | $5,316-8.3% | $4,482+8.7% | $5,439-10.4% |
| Admin fee / account holder | $4,938 | $10,886-54.6% | $8,020-38.4% | $10,885-54.6% |