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 | $158,398-31.0% | $126,539-13.6% | $142,382-23.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 14.14% | 593.76%-579.6pp | 425.95%-411.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,511 | $4,650-24.5% | $3,674-4.4% | $4,299-18.3% |
| Participant deferral / active EE | $7,216 | $4,767+51.4% | $4,083+76.8% | $6,507+10.9% |
| Admin fee / account holder | $23,793 | $6,918+243.9% | $6,065+292.3% | $12,624+88.5% |