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 | $40,307 | $72,400-44.3% | $67,502-40.3% | $145,922-72.4% |
| Participation rate | 68.4% | 76.9%-8.4pp | 72.9%-4.5pp | 80.3%-11.9pp |
| Annual return | 15.91% | 7182.46%-7166.5pp | 3512.12%-3496.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $571 | $3,069-81.4% | $2,731-79.1% | $4,660-87.7% |
| Participant deferral / active EE | $1,051 | $4,783-78.0% | $4,000-73.7% | $6,688-84.3% |
| Admin fee / account holder | $2,903 | $5,539-47.6% | $3,998-27.4% | $13,397-78.3% |