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 | $90,165 | $58,927+53.0% | $76,817+17.4% | $72,985+23.5% |
| Participation rate | 46.4% | 67.3%-20.9pp | 72.1%-25.7pp | 69.5%-23.1pp |
| Annual return | 20.57% | 2305.64%-2285.1pp | 1166.11%-1145.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,259 | $1,787-29.6% | $2,302-45.3% | $2,440-48.4% |
| Participant deferral / active EE | $3,814 | $2,690+41.8% | $3,336+14.3% | $3,607+5.7% |
| Admin fee / account holder | $434 | $4,013-89.2% | $6,420-93.2% | $5,124-91.5% |