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 | $109,400 | $144,119-24.1% | $117,854-7.2% | $147,584-25.9% |
| Participation rate | 54.5% | 83.4%-28.9pp | 79.7%-25.1pp | 82.8%-28.3pp |
| Annual return | 19.20% | 531.15%-511.9pp | 335.08%-315.9pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,763 | $4,896-43.6% | $3,786-27.0% | $4,876-43.3% |
| Participant deferral / active EE | $3,064 | $5,316-42.4% | $4,482-31.6% | $5,439-43.7% |
| Admin fee / account holder | $672 | $10,886-93.8% | $8,020-91.6% | $10,885-93.8% |