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 | $48,857 | $99,020-50.7% | $86,590-43.6% | $147,584-66.9% |
| Participation rate | 46.7% | 76.3%-29.7pp | 73.5%-26.9pp | 82.8%-36.2pp |
| Annual return | 15.44% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $291 | $3,132-90.7% | $2,839-89.8% | $4,876-94.0% |
| Participant deferral / active EE | $1,575 | $3,972-60.4% | $3,609-56.4% | $5,439-71.0% |
| Admin fee / account holder | $2,030 | $5,710-64.4% | $4,906-58.6% | $10,885-81.3% |