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 | $74,118 | $99,020-25.1% | $86,590-14.4% | $147,584-49.8% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 9.63% | 1312.34%-1302.7pp | 964.84%-955.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,544 | $3,132+13.2% | $2,839+24.8% | $4,876-27.3% |
| Participant deferral / active EE | $1,054 | $3,972-73.5% | $3,609-70.8% | $5,439-80.6% |
| Admin fee / account holder | $37,226 | $5,710+551.9% | $4,906+658.8% | $10,885+242.0% |