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 | $51,374 | $70,756-27.4% | $65,493-21.6% | $142,382-63.9% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 11.33% | 1754.89%-1743.6pp | 982.45%-971.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,081 | $2,881-62.5% | $2,574-58.0% | $4,299-74.9% |
| Participant deferral / active EE | $2,593 | $4,637-44.1% | $3,961-34.5% | $6,507-60.2% |
| Admin fee / account holder | $645 | $6,559-90.2% | $5,028-87.2% | $12,624-94.9% |