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 | $31,297 | $78,705-60.2% | $117,854-73.4% | $70,131-55.4% |
| Participation rate | 45.3% | 73.2%-27.9pp | 79.7%-34.4pp | 69.5%-24.3pp |
| Annual return | 383.43% | 23.30%+360.1pp | 335.08%+48.4pp | 73.14%+310.3pp |
| Employer contribution / active EE | $832 | $2,223-62.6% | $3,786-78.0% | $2,342-64.5% |
| Participant deferral / active EE | $2,763 | $3,297-16.2% | $4,482-38.3% | $3,332-17.1% |
| Admin fee / account holder | $384 | $5,065-92.4% | $8,020-95.2% | $4,645-91.7% |