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 | $19,637 | $74,888-73.8% | $71,209-72.4% | $142,382-86.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 24.84% | 345.14%-320.3pp | 282.51%-257.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $5,699 | $2,854+99.7% | $2,721+109.4% | $4,299+32.6% |
| Participant deferral / active EE | $5,913 | $4,454+32.7% | $4,175+41.6% | $6,507-9.1% |
| Admin fee / account holder | $6,583 | $5,568+18.2% | $5,349+23.1% | $12,624-47.9% |