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 | $74,804 | $102,604-27.1% | $86,188-13.2% | $139,434-46.4% |
| Participation rate | 47.6% | 74.5%-26.9pp | 69.0%-21.3pp | 80.3%-32.7pp |
| Annual return | 18.75% | 1922.51%-1903.8pp | 1168.45%-1149.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $956 | $3,032-68.5% | $2,380-59.8% | $4,751-79.9% |
| Participant deferral / active EE | $3,337 | $4,676-28.6% | $3,985-16.3% | $6,710-50.3% |
| Admin fee / account holder | $666 | $8,657-92.3% | $6,852-90.3% | $11,403-94.2% |