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 | $55,174 | $99,020-44.3% | $86,590-36.3% | $147,584-62.6% |
| Participation rate | 61.9% | 76.3%-14.4pp | 73.5%-11.6pp | 82.8%-20.9pp |
| Annual return | 12.85% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,116 | $3,132-64.4% | $2,839-60.7% | $4,876-77.1% |
| Participant deferral / active EE | $2,055 | $3,972-48.3% | $3,609-43.0% | $5,439-62.2% |
| Admin fee / account holder | $8,321 | $5,710+45.7% | $4,906+69.6% | $10,885-23.6% |