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 | $103,844 | $169,032-38.6% | $129,207-19.6% | $145,922-28.8% |
| Participation rate | 47.8% | 76.4%-28.6pp | 69.6%-21.8pp | 80.3%-32.5pp |
| Annual return | 17.41% | 14330.11%-14312.7pp | 9417.33%-9399.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,003 | $5,537-81.9% | $4,153-75.8% | $4,660-78.5% |
| Participant deferral / active EE | $2,473 | $4,987-50.4% | $4,168-40.7% | $6,688-63.0% |
| Admin fee / account holder | $1,454 | $9,954-85.4% | $7,715-81.2% | $13,397-89.1% |