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 | $93,369 | $226,064-58.7% | $182,532-48.8% | $152,861-38.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 16.80% | 192.51%-175.7pp | 148.54%-131.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,437 | $4,978-51.1% | $4,076-40.2% | $4,762-48.8% |
| Participant deferral / active EE | $2,307 | $6,368-63.8% | $5,524-58.2% | $5,850-60.6% |
| Admin fee / account holder | $37,580 | $10,703+251.1% | $8,592+337.4% | $11,596+224.1% |