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 | $118,091 | $210,648-43.9% | $177,989-33.7% | $145,922-19.1% |
| Participation rate | 44.4% | 80.8%-36.3pp | 77.1%-32.6pp | 80.3%-35.8pp |
| Annual return | 14.41% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,059 | $4,565-54.9% | $3,949-47.9% | $4,660-55.8% |
| Participant deferral / active EE | $2,829 | $6,958-59.3% | $6,276-54.9% | $6,688-57.7% |
| Admin fee / account holder | $5,070 | $12,013-57.8% | $10,363-51.1% | $13,397-62.2% |