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 | $42,874 | $58,927-27.2% | $76,817-44.2% | $72,985-41.3% |
| Participation rate | 57.6% | 67.3%-9.8pp | 72.1%-14.5pp | 69.5%-11.9pp |
| Annual return | 20.05% | 2305.64%-2285.6pp | 1166.11%-1146.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,443 | $1,787-19.2% | $2,302-37.3% | $2,440-40.8% |
| Participant deferral / active EE | $2,773 | $2,690+3.1% | $3,336-16.9% | $3,607-23.1% |
| Admin fee / account holder | $1,667 | $4,013-58.5% | $6,420-74.0% | $5,124-67.5% |