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 | $36,414 | $72,400-49.7% | $67,502-46.1% | $145,922-75.0% |
| Participation rate | 61.9% | 76.9%-14.9pp | 72.9%-11.0pp | 80.3%-18.4pp |
| Annual return | 13.99% | 7182.46%-7168.5pp | 3512.12%-3498.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,324 | $3,069-24.3% | $2,731-14.9% | $4,660-50.1% |
| Participant deferral / active EE | $6,898 | $4,783+44.2% | $4,000+72.5% | $6,688+3.1% |
| Admin fee / account holder | $1,541 | $5,539-72.2% | $3,998-61.4% | $13,397-88.5% |