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 | $90,010 | $72,400+24.3% | $67,502+33.3% | $145,922-38.3% |
| Participation rate | 27.8% | 76.9%-49.1pp | 72.9%-45.1pp | 80.3%-52.5pp |
| Annual return | 9.87% | 7182.46%-7172.6pp | 3512.12%-3502.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $494 | $3,069-83.9% | $2,731-81.9% | $4,660-89.4% |
| Participant deferral / active EE | $2,208 | $4,783-53.8% | $4,000-44.8% | $6,688-67.0% |
| Admin fee / account holder | $380 | $5,539-93.1% | $3,998-90.5% | $13,397-97.2% |