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 | $114,964 | $102,604+12.0% | $86,188+33.4% | $139,434-17.5% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 15.65% | 1922.51%-1906.9pp | 1168.45%-1152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,053 | $3,032-32.3% | $2,380-13.8% | $4,751-56.8% |
| Participant deferral / active EE | $3,286 | $4,676-29.7% | $3,985-17.5% | $6,710-51.0% |
| Admin fee / account holder | $5,614 | $8,657-35.1% | $6,852-18.1% | $11,403-50.8% |