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 | $36,163 | $72,400-50.1% | $67,502-46.4% | $145,922-75.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 12.59% | 7182.46%-7169.9pp | 3512.12%-3499.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $840 | $3,069-72.6% | $2,731-69.2% | $4,660-82.0% |
| Participant deferral / active EE | $2,627 | $4,783-45.1% | $4,000-34.3% | $6,688-60.7% |
| Admin fee / account holder | $1,293 | $5,539-76.7% | $3,998-67.7% | $13,397-90.3% |