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 | $56,872 | $96,305-40.9% | $80,569-29.4% | $139,434-59.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 15.72% | 1350.08%-1334.4pp | 935.43%-919.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,426 | $3,262-25.6% | $2,723-10.9% | $4,751-48.9% |
| Participant deferral / active EE | $4,570 | $5,232-12.7% | $4,447+2.8% | $6,710-31.9% |
| Admin fee / account holder | $7,259 | $6,599+10.0% | $5,377+35.0% | $11,403-36.3% |