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 5-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 | $59,518 | $180,749-67.1% | $160,784-63.0% | $137,256-56.6% |
| Participation rate | 64.7% | 80.0%-15.3pp | 77.0%-12.2pp | 80.0%-15.3pp |
| Annual return | 16.78% | 2234.46%-2217.7pp | 1803.92%-1787.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,167 | $4,155-47.9% | $3,733-41.9% | $4,156-47.9% |
| Participant deferral / active EE | $3,039 | $6,844-55.6% | $6,293-51.7% | $6,407-52.6% |
| Admin fee / account holder | $33,232 | $10,397+219.6% | $9,717+242.0% | $12,270+170.8% |