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 | $85,932 | $144,119-40.4% | $117,854-27.1% | $147,584-41.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 22.27% | 531.15%-508.9pp | 335.08%-312.8pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,715 | $4,896-65.0% | $3,786-54.7% | $4,876-64.8% |
| Participant deferral / active EE | $8,507 | $5,316+60.0% | $4,482+89.8% | $5,439+56.4% |
| Admin fee / account holder | $61,281 | $10,886+463.0% | $8,020+664.1% | $10,885+463.0% |