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 | $26,760 | $185,200-85.6% | $142,863-81.3% | $167,490-84.0% |
| Participation rate | 38.5% | 78.4%-40.0pp | 71.9%-33.5pp | 82.1%-43.6pp |
| Annual return | 16.37% | 8555.70%-8539.3pp | 5637.54%-5621.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,458 | $5,604-74.0% | $4,144-64.8% | $4,837-69.9% |
| Participant deferral / active EE | $4,177 | $4,494-7.1% | $3,837+8.9% | $6,341-34.1% |
| Admin fee / account holder | $7,868 | $8,031-2.0% | $6,560+19.9% | $12,309-36.1% |