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 | $41,351 | $99,020-58.2% | $86,590-52.2% | $147,584-72.0% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 20.08% | 1312.34%-1292.3pp | 964.84%-944.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,277 | $3,132-27.3% | $2,839-19.8% | $4,876-53.3% |
| Participant deferral / active EE | $3,237 | $3,972-18.5% | $3,609-10.3% | $5,439-40.5% |
| Admin fee / account holder | $796 | $5,710-86.1% | $4,906-83.8% | $10,885-92.7% |