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 | $80,610 | $52,406+53.8% | $129,207-37.6% | $74,495+8.2% |
| Participation rate | 35.1% | 53.8%-18.7pp | 69.6%-34.5pp | 67.2%-32.1pp |
| Annual return | 13.41% | 15.66%-2.2pp | 9417.33%-9403.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,940 | $1,531+26.8% | $4,153-53.3% | $2,623-26.0% |
| Participant deferral / active EE | $3,190 | $2,794+14.2% | $4,168-23.5% | $4,346-26.6% |
| Admin fee / account holder | $14,672 | $2,633+457.2% | $7,715+90.2% | $1,942+655.6% |