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 | $41,504 | $100,852-58.8% | $90,404-54.1% | $158,922-73.9% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.7%-25.1pp | 82.0%-34.3pp |
| Annual return | 17.39% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $313 | $3,689-91.5% | $3,262-90.4% | $4,761-93.4% |
| Participant deferral / active EE | $4,065 | $4,348-6.5% | $3,963+2.6% | $5,982-32.1% |
| Admin fee / account holder | $1,662 | $6,501-74.4% | $5,611-70.4% | $11,246-85.2% |