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 | $35,759 | $63,346-43.5% | $92,233-61.2% | $70,131-49.0% |
| Participation rate | 68.7% | 68.7%0pp | 76.5%-7.8pp | 69.5%-0.9pp |
| Annual return | 18.95% | 530.12%-511.2pp | 176.28%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,115 | $2,471-14.4% | $3,679-42.5% | $2,342-9.7% |
| Participant deferral / active EE | $1,539 | $2,854-46.1% | $3,897-60.5% | $3,332-53.8% |
| Admin fee / account holder | $587 | $3,840-84.7% | $5,194-88.7% | $4,645-87.4% |