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 | $52,287 | $100,852-48.2% | $90,404-42.2% | $158,922-67.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 12.55% | 1724.20%-1711.7pp | 1293.02%-1280.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,609 | $3,689-56.4% | $3,262-50.7% | $4,761-66.2% |
| Participant deferral / active EE | $6,240 | $4,348+43.5% | $3,963+57.4% | $5,982+4.3% |
| Admin fee / account holder | $521 | $6,501-92.0% | $5,611-90.7% | $11,246-95.4% |