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 | $72,415 | $109,817-34.1% | $98,442-26.4% | $167,490-56.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 21.62% | 1956.69%-1935.1pp | 1492.73%-1471.1pp | 478.56%-456.9pp |
| Employer contribution / active EE | $2,055 | $3,224-36.3% | $2,960-30.6% | $4,837-57.5% |
| Participant deferral / active EE | $2,794 | $4,673-40.2% | $4,276-34.7% | $6,341-55.9% |
| Admin fee / account holder | $512 | $6,753-92.4% | $5,949-91.4% | $12,309-95.8% |