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 | $57,381 | $158,398-63.8% | $126,539-54.7% | $142,382-59.7% |
| Participation rate | 56.3% | 75.8%-19.6pp | 69.8%-13.6pp | 80.1%-23.9pp |
| Annual return | 17.00% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,085 | $4,650-76.7% | $3,674-70.5% | $4,299-74.8% |
| Participant deferral / active EE | $3,244 | $4,767-31.9% | $4,083-20.5% | $6,507-50.1% |
| Admin fee / account holder | $653 | $6,918-90.6% | $6,065-89.2% | $12,624-94.8% |