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 | $102,833 | $173,345-40.7% | $136,007-24.4% | $145,922-29.5% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 17.61% | 1163.32%-1145.7pp | 579.32%-561.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,343 | $5,278-74.6% | $4,217-68.1% | $4,660-71.2% |
| Participant deferral / active EE | $2,844 | $8,699-67.3% | $7,025-59.5% | $6,688-57.5% |
| Admin fee / account holder | $1,182 | $9,954-88.1% | $6,858-82.8% | $13,397-91.2% |