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 | $43,583 | $99,020-56.0% | $86,590-49.7% | $147,584-70.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 11.55% | 1312.34%-1300.8pp | 964.84%-953.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,626 | $3,132-16.2% | $2,839-7.5% | $4,876-46.1% |
| Participant deferral / active EE | $2,626 | $3,972-33.9% | $3,609-27.2% | $5,439-51.7% |
| Admin fee / account holder | $375 | $5,710-93.4% | $4,906-92.4% | $10,885-96.6% |