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 | $43,935 | $169,032-74.0% | $129,207-66.0% | $145,922-69.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.67% | 14330.11%-14318.4pp | 9417.33%-9405.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,540 | $5,537-72.2% | $4,153-62.9% | $4,660-67.0% |
| Participant deferral / active EE | $3,745 | $4,987-24.9% | $4,168-10.1% | $6,688-44.0% |
| Admin fee / account holder | $1,251 | $9,954-87.4% | $7,715-83.8% | $13,397-90.7% |