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 | $62,814 | $99,020-36.6% | $86,590-27.5% | $147,584-57.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 13.49% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.1pp |
| Employer contribution / active EE | $631 | $3,132-79.9% | $2,839-77.8% | $4,876-87.1% |
| Participant deferral / active EE | $901 | $3,972-77.3% | $3,609-75.0% | $5,439-83.4% |
| Admin fee / account holder | $603 | $5,710-89.4% | $4,906-87.7% | $10,885-94.5% |