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 | $56,187 | $158,398-64.5% | $126,539-55.6% | $142,382-60.5% |
| Participation rate | 58.3% | 75.8%-17.5pp | 69.8%-11.5pp | 80.1%-21.8pp |
| Annual return | 16.92% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,181 | $4,650-74.6% | $3,674-67.9% | $4,299-72.5% |
| Participant deferral / active EE | $8,001 | $4,767+67.9% | $4,083+96.0% | $6,507+23.0% |
| Admin fee / account holder | $16,710 | $6,918+141.5% | $6,065+175.5% | $12,624+32.4% |