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 | $44,748 | $96,305-53.5% | $80,569-44.5% | $139,434-67.9% |
| Participation rate | 61.5% | 73.6%-12.1pp | 67.0%-5.5pp | 80.3%-18.8pp |
| Annual return | 18.88% | 1350.08%-1331.2pp | 935.43%-916.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $566 | $3,262-82.7% | $2,723-79.2% | $4,751-88.1% |
| Participant deferral / active EE | $1,467 | $5,232-72.0% | $4,447-67.0% | $6,710-78.1% |
| Admin fee / account holder | $2,098 | $6,599-68.2% | $5,377-61.0% | $11,403-81.6% |