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 | $77,755 | $109,327-28.9% | $89,391-13.0% | $158,922-51.1% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.0%-11.7pp | 82.0%-25.7pp |
| Annual return | 24.86% | 345.68%-320.8pp | 245.62%-220.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $1,897 | $3,170-40.1% | $2,586-26.6% | $4,761-60.2% |
| Participant deferral / active EE | $5,029 | $4,598+9.4% | $3,890+29.3% | $5,982-15.9% |
| Admin fee / account holder | $754 | $6,153-87.7% | $4,881-84.5% | $11,246-93.3% |