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 | $53,481 | $99,020-46.0% | $86,590-38.2% | $147,584-63.8% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 22.18% | 1312.34%-1290.2pp | 964.84%-942.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,090 | $3,132-33.3% | $2,839-26.4% | $4,876-57.1% |
| Participant deferral / active EE | $4,440 | $3,972+11.8% | $3,609+23.0% | $5,439-18.4% |
| Admin fee / account holder | $10,923 | $5,710+91.3% | $4,906+122.7% | $10,885+0.3% |