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 | $68,097-24.6% | $62,929-18.4% | $137,256-62.6% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 11.33% | 1859.11%-1847.8pp | 1063.93%-1052.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,081 | $2,811-61.6% | $2,505-56.9% | $4,156-74.0% |
| Participant deferral / active EE | $2,593 | $4,553-43.0% | $3,888-33.3% | $6,407-59.5% |
| Admin fee / account holder | $645 | $6,521-90.1% | $5,065-87.3% | $12,270-94.7% |