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 | $81,879 | $58,927+39.0% | $76,817+6.6% | $72,985+12.2% |
| Participation rate | 42.4% | 67.3%-24.9pp | 72.1%-29.7pp | 69.5%-27.1pp |
| Annual return | 20.48% | 2305.64%-2285.2pp | 1166.11%-1145.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $863 | $1,787-51.7% | $2,302-62.5% | $2,440-64.6% |
| Participant deferral / active EE | $2,193 | $2,690-18.5% | $3,336-34.3% | $3,607-39.2% |
| Admin fee / account holder | $2,805 | $4,013-30.1% | $6,420-56.3% | $5,124-45.3% |