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 | $44,612 | $100,852-55.8% | $90,404-50.7% | $158,922-71.9% |
| Participation rate | 47.4% | 75.0%-27.7pp | 72.7%-25.3pp | 82.0%-34.6pp |
| Annual return | 23.49% | 1724.20%-1700.7pp | 1293.02%-1269.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,431 | $3,689-61.2% | $3,262-56.1% | $4,761-70.0% |
| Participant deferral / active EE | $2,099 | $4,348-51.7% | $3,963-47.0% | $5,982-64.9% |
| Admin fee / account holder | $1,169 | $6,501-82.0% | $5,611-79.2% | $11,246-89.6% |