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 | $89,141 | $109,817-18.8% | $98,442-9.4% | $167,490-46.8% |
| Participation rate | 56.3% | 75.8%-19.6pp | 73.3%-17.1pp | 82.1%-25.9pp |
| Annual return | 17.23% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $882 | $3,224-72.6% | $2,960-70.2% | $4,837-81.8% |
| Participant deferral / active EE | $3,316 | $4,673-29.0% | $4,276-22.5% | $6,341-47.7% |
| Admin fee / account holder | $5,457 | $6,753-19.2% | $5,949-8.3% | $12,309-55.7% |