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 | $84,384 | $176,056-52.1% | $159,436-47.1% | $167,490-49.6% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 22.79% | 331.75%-309.0pp | 263.57%-240.8pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,857 | $5,297-65.0% | $4,829-61.6% | $4,837-61.6% |
| Participant deferral / active EE | $5,449 | $7,750-29.7% | $7,352-25.9% | $6,341-14.1% |
| Admin fee / account holder | $476 | $12,554-96.2% | $10,799-95.6% | $12,309-96.1% |