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 | $86,111 | $100,852-14.6% | $90,404-4.7% | $158,922-45.8% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.7%-31.0pp | 82.0%-40.3pp |
| Annual return | 23.57% | 1724.20%-1700.6pp | 1293.02%-1269.4pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,257 | $3,689-65.9% | $3,262-61.5% | $4,761-73.6% |
| Participant deferral / active EE | $2,734 | $4,348-37.1% | $3,963-31.0% | $5,982-54.3% |
| Admin fee / account holder | $2,313 | $6,501-64.4% | $5,611-58.8% | $11,246-79.4% |