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 | $57,746 | $100,852-42.7% | $90,404-36.1% | $158,922-63.7% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 28.36% | 1724.20%-1695.8pp | 1293.02%-1264.7pp | 302.83%-274.5pp |
| Employer contribution / active EE | $1,161 | $3,689-68.5% | $3,262-64.4% | $4,761-75.6% |
| Participant deferral / active EE | $1,907 | $4,348-56.1% | $3,963-51.9% | $5,982-68.1% |
| Admin fee / account holder | $1,210 | $6,501-81.4% | $5,611-78.4% | $11,246-89.2% |