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 | $60,933 | $169,032-64.0% | $129,207-52.8% | $145,922-58.2% |
| Participation rate | 53.8% | 76.4%-22.6pp | 69.6%-15.8pp | 80.3%-26.4pp |
| Annual return | 13.02% | 14330.11%-14317.1pp | 9417.33%-9404.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $993 | $5,537-82.1% | $4,153-76.1% | $4,660-78.7% |
| Participant deferral / active EE | $4,215 | $4,987-15.5% | $4,168+1.1% | $6,688-37.0% |
| Admin fee / account holder | $17,527 | $9,954+76.1% | $7,715+127.2% | $13,397+30.8% |