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 | $25,998 | $100,852-74.2% | $90,404-71.2% | $158,922-83.6% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.7%-11.6pp | 82.0%-20.8pp |
| Annual return | 50.92% | 1724.20%-1673.3pp | 1293.02%-1242.1pp | 302.83%-251.9pp |
| Employer contribution / active EE | $1,901 | $3,689-48.5% | $3,262-41.7% | $4,761-60.1% |
| Participant deferral / active EE | $5,789 | $4,348+33.1% | $3,963+46.1% | $5,982-3.2% |
| Admin fee / account holder | $1,540 | $6,501-76.3% | $5,611-72.6% | $11,246-86.3% |