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 | $48,550 | $70,606-31.2% | $53,898-9.9% | $142,382-65.9% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 9.42% | 619.81%-610.4pp | 528.60%-519.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $265 | $1,202-77.9% | $932-71.5% | $4,299-93.8% |
| Participant deferral / active EE | $556 | $2,364-76.5% | $1,826-69.6% | $6,507-91.5% |
| Admin fee / account holder | $2,479 | $2,852-13.1% | $2,491-0.5% | $12,624-80.4% |