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 | $53,082 | $99,020-46.4% | $86,590-38.7% | $147,584-64.0% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 19.89% | 1312.34%-1292.4pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,663 | $3,132-15.0% | $2,839-6.2% | $4,876-45.4% |
| Participant deferral / active EE | $3,725 | $3,972-6.2% | $3,609+3.2% | $5,439-31.5% |
| Admin fee / account holder | $328 | $5,710-94.3% | $4,906-93.3% | $10,885-97.0% |