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 | $32,058 | $99,020-67.6% | $86,590-63.0% | $147,584-78.3% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 24.10% | 1312.34%-1288.2pp | 964.84%-940.7pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,353 | $3,132-24.9% | $2,839-17.1% | $4,876-51.7% |
| Participant deferral / active EE | $4,261 | $3,972+7.3% | $3,609+18.1% | $5,439-21.6% |
| Admin fee / account holder | $4,668 | $5,710-18.3% | $4,906-4.8% | $10,885-57.1% |