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 | $39,521 | $169,032-76.6% | $129,207-69.4% | $145,922-72.9% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 19.48% | 14330.11%-14310.6pp | 9417.33%-9397.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $676 | $5,537-87.8% | $4,153-83.7% | $4,660-85.5% |
| Participant deferral / active EE | $2,581 | $4,987-48.2% | $4,168-38.1% | $6,688-61.4% |
| Admin fee / account holder | $2,065 | $9,954-79.3% | $7,715-73.2% | $13,397-84.6% |