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 | $47,499 | $58,694-19.1% | $142,863-66.8% | $85,850-44.7% |
| Participation rate | 60.9% | 58.5%+2.5pp | 71.9%-11.0pp | 69.3%-8.4pp |
| Annual return | 32.39% | 27.72%+4.7pp | 5637.54%-5605.1pp | 318.53%-286.1pp |
| Employer contribution / active EE | $2,496 | $1,423+75.4% | $4,144-39.8% | $2,565-2.7% |
| Participant deferral / active EE | $4,476 | $2,607+71.7% | $3,837+16.7% | $3,952+13.3% |
| Admin fee / account holder | $4,479 | $4,239+5.7% | $6,560-31.7% | $6,260-28.4% |