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 | $57,549 | $68,097-15.5% | $62,929-8.5% | $137,256-58.1% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 14.03% | 1859.11%-1845.1pp | 1063.93%-1049.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,900 | $2,811-32.4% | $2,505-24.1% | $4,156-54.3% |
| Participant deferral / active EE | $2,854 | $4,553-37.3% | $3,888-26.6% | $6,407-55.5% |
| Admin fee / account holder | $11,115 | $6,521+70.4% | $5,065+119.5% | $12,270-9.4% |