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 | $71,129 | $88,751-19.9% | $81,812-13.1% | $145,922-51.3% |
| Participation rate | 52.4% | 75.0%-22.7pp | 72.3%-20.0pp | 80.3%-27.9pp |
| Annual return | 10.35% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,465 | $3,083-52.5% | $2,912-49.7% | $4,660-68.6% |
| Participant deferral / active EE | $1,955 | $4,643-57.9% | $4,319-54.7% | $6,688-70.8% |
| Admin fee / account holder | $21,543 | $8,415+156.0% | $7,386+191.7% | $13,397+60.8% |