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 | $39,962 | $104,486-61.8% | $76,817-48.0% | $152,861-73.9% |
| Participation rate | 63.6% | 76.6%-13.0pp | 72.1%-8.4pp | 82.4%-18.8pp |
| Annual return | 21.19% | 1013.37%-992.2pp | 1166.11%-1144.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,652 | $3,116-47.0% | $2,302-28.3% | $4,762-65.3% |
| Participant deferral / active EE | $4,018 | $4,236-5.1% | $3,336+20.4% | $5,850-31.3% |
| Admin fee / account holder | $4,352 | $12,275-64.5% | $6,420-32.2% | $11,596-62.5% |