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 | $44,358 | $96,305-53.9% | $80,569-44.9% | $139,434-68.2% |
| Participation rate | 57.9% | 73.6%-15.7pp | 67.0%-9.1pp | 80.3%-22.4pp |
| Annual return | 22.86% | 1350.08%-1327.2pp | 935.43%-912.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,521 | $3,262-53.4% | $2,723-44.2% | $4,751-68.0% |
| Participant deferral / active EE | $4,063 | $5,232-22.3% | $4,447-8.6% | $6,710-39.4% |
| Admin fee / account holder | $374 | $6,599-94.3% | $5,377-93.1% | $11,403-96.7% |