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 | $56,852 | $102,604-44.6% | $86,188-34.0% | $139,434-59.2% |
| Participation rate | 45.0% | 74.5%-29.5pp | 69.0%-24.0pp | 80.3%-35.3pp |
| Annual return | 19.15% | 1922.51%-1903.4pp | 1168.45%-1149.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $912 | $3,032-69.9% | $2,380-61.7% | $4,751-80.8% |
| Participant deferral / active EE | $1,755 | $4,676-62.5% | $3,985-56.0% | $6,710-73.9% |
| Admin fee / account holder | $1,759 | $8,657-79.7% | $6,852-74.3% | $11,403-84.6% |