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 | $28,563 | $58,927-51.5% | $76,817-62.8% | $72,985-60.9% |
| Participation rate | 44.4% | 67.3%-22.9pp | 72.1%-27.6pp | 69.5%-25.0pp |
| Annual return | 24.43% | 2305.64%-2281.2pp | 1166.11%-1141.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $937 | $1,787-47.5% | $2,302-59.3% | $2,440-61.6% |
| Participant deferral / active EE | $3,463 | $2,690+28.7% | $3,336+3.8% | $3,607-4.0% |
| Admin fee / account holder | $4,606 | $4,013+14.8% | $6,420-28.3% | $5,124-10.1% |