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 | $19,968 | $99,020-79.8% | $86,590-76.9% | $147,584-86.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 15.79% | 1312.34%-1296.5pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,129 | $3,132-63.9% | $2,839-60.2% | $4,876-76.8% |
| Participant deferral / active EE | $2,962 | $3,972-25.4% | $3,609-17.9% | $5,439-45.5% |
| Admin fee / account holder | $3,317 | $5,710-41.9% | $4,906-32.4% | $10,885-69.5% |