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 | $42,689 | $210,648-79.7% | $177,989-76.0% | $145,922-70.7% |
| Participation rate | 63.6% | 80.8%-17.1pp | 77.1%-13.4pp | 80.3%-16.6pp |
| Annual return | 26.88% | 385.86%-359.0pp | 294.48%-267.6pp | 561.29%-534.4pp |
| Employer contribution / active EE | $2,078 | $4,565-54.5% | $3,949-47.4% | $4,660-55.4% |
| Participant deferral / active EE | $5,161 | $6,958-25.8% | $6,276-17.8% | $6,688-22.8% |
| Admin fee / account holder | $4,416 | $12,013-63.2% | $10,363-57.4% | $13,397-67.0% |