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 | $37,214 | $99,020-62.4% | $86,590-57.0% | $147,584-74.8% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 20.54% | 1312.34%-1291.8pp | 964.84%-944.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,150 | $3,132+0.6% | $2,839+10.9% | $4,876-35.4% |
| Participant deferral / active EE | $6,943 | $3,972+74.8% | $3,609+92.4% | $5,439+27.7% |
| Admin fee / account holder | $14,057 | $5,710+146.2% | $4,906+186.5% | $10,885+29.1% |