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 | $47,738 | $100,852-52.7% | $90,404-47.2% | $158,922-70.0% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.7%-14.8pp | 82.0%-24.1pp |
| Annual return | 9.94% | 1724.20%-1714.3pp | 1293.02%-1283.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,825 | $3,689-50.5% | $3,262-44.0% | $4,761-61.7% |
| Participant deferral / active EE | $4,881 | $4,348+12.3% | $3,963+23.2% | $5,982-18.4% |
| Admin fee / account holder | $491 | $6,501-92.4% | $5,611-91.2% | $11,246-95.6% |