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 | $109,368 | $149,040-26.6% | $120,225-9.0% | $137,256-20.3% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 14.14% | 605.68%-591.5pp | 439.23%-425.1pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,511 | $4,350-19.3% | $3,475+1.0% | $4,156-15.5% |
| Participant deferral / active EE | $7,216 | $4,655+55.0% | $3,999+80.5% | $6,407+12.6% |
| Admin fee / account holder | $23,793 | $6,348+274.8% | $5,696+317.7% | $12,270+93.9% |