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 | $71,807 | $102,317-29.8% | $146,958-51.1% | $80,856-11.2% |
| Participation rate | 57.4% | 75.8%-18.5pp | 82.2%-24.8pp | 67.6%-10.3pp |
| Annual return | 33.75% | 134.76%-101.0pp | 418.34%-384.6pp | 35.59%-1.8pp |
| Employer contribution / active EE | $1,976 | $3,713-46.8% | $4,933-59.9% | $2,755-28.3% |
| Participant deferral / active EE | $5,031 | $6,644-24.3% | $8,070-37.7% | $4,296+17.1% |
| Admin fee / account holder | $3,435 | $7,941-56.7% | $12,998-73.6% | $6,918-50.4% |