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 4-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 | $62,618 | $180,749-65.4% | $160,784-61.1% | $137,256-54.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 15.61% | 2234.46%-2218.9pp | 1803.92%-1788.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,666 | $4,155-59.9% | $3,733-55.4% | $4,156-59.9% |
| Participant deferral / active EE | $5,271 | $6,844-23.0% | $6,293-16.2% | $6,407-17.7% |
| Admin fee / account holder | $22,639 | $10,397+117.7% | $9,717+133.0% | $12,270+84.5% |