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 | $83,259 | $144,119-42.2% | $117,854-29.4% | $147,584-43.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 17.80% | 531.15%-513.3pp | 335.08%-317.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,340 | $4,896-52.2% | $3,786-38.2% | $4,876-52.0% |
| Participant deferral / active EE | $6,750 | $5,316+27.0% | $4,482+50.6% | $5,439+24.1% |
| Admin fee / account holder | $1,457 | $10,886-86.6% | $8,020-81.8% | $10,885-86.6% |