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 | $67,966 | $58,927+15.3% | $76,817-11.5% | $72,985-6.9% |
| Participation rate | 50.0% | 67.3%-17.3pp | 72.1%-22.1pp | 69.5%-19.5pp |
| Annual return | 21.78% | 2305.64%-2283.9pp | 1166.11%-1144.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,054 | $1,787-41.0% | $2,302-54.2% | $2,440-56.8% |
| Participant deferral / active EE | $2,326 | $2,690-13.6% | $3,336-30.3% | $3,607-35.5% |
| Admin fee / account holder | $3,272 | $4,013-18.5% | $6,420-49.0% | $5,124-36.1% |