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 | $19,483 | $99,020-80.3% | $86,590-77.5% | $147,584-86.8% |
| Participation rate | 40.9% | 76.3%-35.4pp | 73.5%-32.6pp | 82.8%-41.9pp |
| Annual return | 11.30% | 1312.34%-1301.0pp | 964.84%-953.5pp | 578.55%-567.3pp |
| Employer contribution / active EE | $945 | $3,132-69.8% | $2,839-66.7% | $4,876-80.6% |
| Participant deferral / active EE | $2,571 | $3,972-35.3% | $3,609-28.7% | $5,439-52.7% |
| Admin fee / account holder | $1,839 | $5,710-67.8% | $4,906-62.5% | $10,885-83.1% |