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 | $56,362 | $100,852-44.1% | $90,404-37.7% | $158,922-64.5% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 22.29% | 1724.20%-1701.9pp | 1293.02%-1270.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,730 | $3,689-53.1% | $3,262-47.0% | $4,761-63.7% |
| Participant deferral / active EE | $2,547 | $4,348-41.4% | $3,963-35.7% | $5,982-57.4% |
| Admin fee / account holder | $2,956 | $6,501-54.5% | $5,611-47.3% | $11,246-73.7% |