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 | $32,315 | $58,927-45.2% | $76,817-57.9% | $72,985-55.7% |
| Participation rate | 52.5% | 67.3%-14.8pp | 72.1%-19.5pp | 69.5%-16.9pp |
| Annual return | 25.37% | 2305.64%-2280.3pp | 1166.11%-1140.7pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,641 | $1,787-8.2% | $2,302-28.7% | $2,440-32.7% |
| Participant deferral / active EE | $4,569 | $2,690+69.8% | $3,336+37.0% | $3,607+26.6% |
| Admin fee / account holder | $12,218 | $4,013+204.5% | $6,420+90.3% | $5,124+138.4% |