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 | $23,610 | $100,852-76.6% | $90,404-73.9% | $158,922-85.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 17.27% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,231 | $3,689-66.6% | $3,262-62.3% | $4,761-74.2% |
| Participant deferral / active EE | $2,039 | $4,348-53.1% | $3,963-48.6% | $5,982-65.9% |
| Admin fee / account holder | $353 | $6,501-94.6% | $5,611-93.7% | $11,246-96.9% |