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 | $72,214 | $109,817-34.2% | $98,442-26.6% | $167,490-56.9% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 18.89% | 1956.69%-1937.8pp | 1492.73%-1473.8pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,502 | $3,224-53.4% | $2,960-49.3% | $4,837-69.0% |
| Participant deferral / active EE | $2,502 | $4,673-46.5% | $4,276-41.5% | $6,341-60.5% |
| Admin fee / account holder | $303 | $6,753-95.5% | $5,949-94.9% | $12,309-97.5% |