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 | $74,191 | $144,119-48.5% | $117,854-37.0% | $147,584-49.7% |
| Participation rate | 68.2% | 83.4%-15.2pp | 79.7%-11.5pp | 82.8%-14.6pp |
| Annual return | 12.25% | 531.15%-518.9pp | 335.08%-322.8pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,562 | $4,896-27.3% | $3,786-5.9% | $4,876-27.0% |
| Participant deferral / active EE | $5,562 | $5,316+4.6% | $4,482+24.1% | $5,439+2.3% |
| Admin fee / account holder | $36,475 | $10,886+235.1% | $8,020+354.8% | $10,885+235.1% |