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 | $49,971 | $183,519-72.8% | $155,509-67.9% | $145,922-65.8% |
| Participation rate | 36.8% | 82.7%-45.8pp | 78.2%-41.3pp | 80.3%-43.4pp |
| Annual return | 30.12% | 61.17%-31.0pp | 64.67%-34.6pp | 561.29%-531.2pp |
| Employer contribution / active EE | $2,260 | $5,313-57.5% | $4,672-51.6% | $4,660-51.5% |
| Participant deferral / active EE | $5,390 | $6,462-16.6% | $5,626-4.2% | $6,688-19.4% |
| Admin fee / account holder | $7,833 | $19,313-59.4% | $15,912-50.8% | $13,397-41.5% |