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 | $52,580 | $88,710-40.7% | $81,783-35.7% | $145,959-64.0% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.4%-3.9pp | 80.3%-11.9pp |
| Annual return | 14.61% | 1027.26%-1012.7pp | 775.05%-760.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,624 | $3,083-47.3% | $2,913-44.2% | $4,661-65.2% |
| Participant deferral / active EE | $4,599 | $4,645-1.0% | $4,320+6.4% | $6,689-31.2% |
| Admin fee / account holder | $1,904 | $8,407-77.4% | $7,380-74.2% | $13,398-85.8% |