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 | $51,562 | $102,604-49.7% | $86,188-40.2% | $139,434-63.0% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.0%-27.8pp | 80.3%-39.1pp |
| Annual return | 17.16% | 1922.51%-1905.3pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,206 | $3,032-60.2% | $2,380-49.3% | $4,751-74.6% |
| Participant deferral / active EE | $4,407 | $4,676-5.7% | $3,985+10.6% | $6,710-34.3% |
| Admin fee / account holder | $1,865 | $8,657-78.5% | $6,852-72.8% | $11,403-83.6% |