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 | $46,851 | $217,402-78.4% | $185,823-74.8% | $167,490-72.0% |
| Participation rate | 47.8% | 86.0%-38.2pp | 81.7%-33.9pp | 82.1%-34.3pp |
| Annual return | 17.74% | 148.36%-130.6pp | 122.05%-104.3pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,148 | $5,873-63.4% | $5,167-58.4% | $4,837-55.6% |
| Participant deferral / active EE | $4,560 | $6,356-28.3% | $5,568-18.1% | $6,341-28.1% |
| Admin fee / account holder | $1,112 | $19,811-94.4% | $16,237-93.2% | $12,309-91.0% |