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 | $52,462 | $100,852-48.0% | $90,404-42.0% | $158,922-67.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 10.52% | 1724.20%-1713.7pp | 1293.02%-1282.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $328 | $3,689-91.1% | $3,262-90.0% | $4,761-93.1% |
| Participant deferral / active EE | $2,009 | $4,348-53.8% | $3,963-49.3% | $5,982-66.4% |
| Admin fee / account holder | $1,365 | $6,501-79.0% | $5,611-75.7% | $11,246-87.9% |