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 | $28,393 | $114,047-75.1% | $96,139-70.5% | $167,490-83.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 68.4%-11.3pp | 82.1%-25.0pp |
| Annual return | 17.37% | 189.88%-172.5pp | 191.94%-174.6pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,063 | $3,427-39.8% | $2,797-26.2% | $4,837-57.4% |
| Participant deferral / active EE | $2,992 | $5,194-42.4% | $4,349-31.2% | $6,341-52.8% |
| Admin fee / account holder | $1,200 | $6,897-82.6% | $5,537-78.3% | $12,309-90.3% |