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 | $90,057 | $176,056-48.8% | $159,436-43.5% | $167,490-46.2% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.81% | 331.75%-315.9pp | 263.57%-247.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,100 | $5,297-22.6% | $4,829-15.1% | $4,837-15.2% |
| Participant deferral / active EE | $5,100 | $7,750-34.2% | $7,352-30.6% | $6,341-19.6% |
| Admin fee / account holder | $4,372 | $12,554-65.2% | $10,799-59.5% | $12,309-64.5% |