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 | $41,183 | $55,415-25.7% | $155,509-73.5% | $74,495-44.7% |
| Participation rate | 31.6% | 61.9%-30.3pp | 78.2%-46.6pp | 67.2%-35.6pp |
| Annual return | 15.11% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,912 | $2,267+72.6% | $4,672-16.3% | $2,623+49.2% |
| Participant deferral / active EE | $1,107 | $2,836-61.0% | $5,626-80.3% | $4,346-74.5% |
| Admin fee / account holder | $4,372 | $1,738+151.5% | $15,912-72.5% | $1,942+125.2% |