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 | $43,099 | $124,185-65.3% | $108,410-60.2% | $167,490-74.3% |
| Participation rate | 42.9% | 82.3%-39.4pp | 80.1%-37.3pp | 82.1%-39.2pp |
| Annual return | 16.37% | 1379.64%-1363.3pp | 905.27%-888.9pp | 478.56%-462.2pp |
| Employer contribution / active EE | $594 | $4,187-85.8% | $3,558-83.3% | $4,837-87.7% |
| Participant deferral / active EE | $4,195 | $6,908-39.3% | $6,563-36.1% | $6,341-33.8% |
| Admin fee / account holder | $359 | $9,455-96.2% | $7,295-95.1% | $12,309-97.1% |