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 | $69,291 | $185,200-62.6% | $142,863-51.5% | $167,490-58.6% |
| Participation rate | 61.1% | 78.4%-17.3pp | 71.9%-10.8pp | 82.1%-21.0pp |
| Annual return | 15.94% | 8555.70%-8539.8pp | 5637.54%-5621.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,109 | $5,604-80.2% | $4,144-73.2% | $4,837-77.1% |
| Participant deferral / active EE | $2,198 | $4,494-51.1% | $3,837-42.7% | $6,341-65.3% |
| Admin fee / account holder | $752 | $8,031-90.6% | $6,560-88.5% | $12,309-93.9% |