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 | $51,568 | $99,020-47.9% | $86,590-40.4% | $147,584-65.1% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 24.74% | 1312.34%-1287.6pp | 964.84%-940.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,391 | $3,132-55.6% | $2,839-51.0% | $4,876-71.5% |
| Participant deferral / active EE | $4,262 | $3,972+7.3% | $3,609+18.1% | $5,439-21.6% |
| Admin fee / account holder | $315 | $5,710-94.5% | $4,906-93.6% | $10,885-97.1% |