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 | $70,473 | $185,200-61.9% | $142,863-50.7% | $167,490-57.9% |
| Participation rate | 46.2% | 78.4%-32.3pp | 71.9%-25.8pp | 82.1%-36.0pp |
| Annual return | 7.55% | 8555.70%-8548.1pp | 5637.54%-5630.0pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,455 | $5,604-74.0% | $4,144-64.9% | $4,837-69.9% |
| Participant deferral / active EE | $3,950 | $4,494-12.1% | $3,837+3.0% | $6,341-37.7% |
| Admin fee / account holder | $435 | $8,031-94.6% | $6,560-93.4% | $12,309-96.5% |