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 | $57,541 | $100,852-42.9% | $90,404-36.4% | $158,922-63.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 13.48% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $487 | $3,689-86.8% | $3,262-85.1% | $4,761-89.8% |
| Participant deferral / active EE | $2,522 | $4,348-42.0% | $3,963-36.4% | $5,982-57.8% |
| Admin fee / account holder | $2,000 | $6,501-69.2% | $5,611-64.4% | $11,246-82.2% |