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 | $125,811 | $88,710+41.8% | $81,783+53.8% | $145,959-13.8% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 18.73% | 1027.26%-1008.5pp | 775.05%-756.3pp | 561.95%-543.2pp |
| Employer contribution / active EE | $2,646 | $3,083-14.2% | $2,913-9.2% | $4,661-43.2% |
| Participant deferral / active EE | $10,849 | $4,645+133.6% | $4,320+151.1% | $6,689+62.2% |
| Admin fee / account holder | $1,518 | $8,407-81.9% | $7,380-79.4% | $13,398-88.7% |