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 | $39,215 | $104,486-62.5% | $76,817-49.0% | $152,861-74.3% |
| Participation rate | 35.7% | 76.6%-40.9pp | 72.1%-36.4pp | 82.4%-46.7pp |
| Annual return | 22.61% | 1013.37%-990.8pp | 1166.11%-1143.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,092 | $3,116-65.0% | $2,302-52.6% | $4,762-77.1% |
| Participant deferral / active EE | $2,201 | $4,236-48.0% | $3,336-34.0% | $5,850-62.4% |
| Admin fee / account holder | $5,543 | $12,275-54.8% | $6,420-13.7% | $11,596-52.2% |