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 | $82,818 | $169,032-51.0% | $129,207-35.9% | $145,922-43.2% |
| Participation rate | 63.6% | 76.4%-12.8pp | 69.6%-6.0pp | 80.3%-16.6pp |
| Annual return | 16.53% | 14330.11%-14313.6pp | 9417.33%-9400.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $6,827 | $5,537+23.3% | $4,153+64.4% | $4,660+46.5% |
| Participant deferral / active EE | $8,038 | $4,987+61.2% | $4,168+92.9% | $6,688+20.2% |
| Admin fee / account holder | $3,552 | $9,954-64.3% | $7,715-54.0% | $13,397-73.5% |