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 | $44,473 | $60,323-26.3% | $81,812-45.6% | $74,495-40.3% |
| Participation rate | 31.7% | 62.9%-31.1pp | 72.3%-40.6pp | 67.2%-35.5pp |
| Annual return | 14.36% | 16.90%-2.5pp | 773.79%-759.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $777 | $2,620-70.3% | $2,912-73.3% | $2,623-70.4% |
| Participant deferral / active EE | $1,639 | $3,387-51.6% | $4,319-62.1% | $4,346-62.3% |
| Admin fee / account holder | $613 | $1,486-58.7% | $7,386-91.7% | $1,942-68.4% |