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 | $49,340 | $96,305-48.8% | $80,569-38.8% | $139,434-64.6% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 21.51% | 1350.08%-1328.6pp | 935.43%-913.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,424 | $3,262-56.3% | $2,723-47.7% | $4,751-70.0% |
| Participant deferral / active EE | $2,751 | $5,232-47.4% | $4,447-38.1% | $6,710-59.0% |
| Admin fee / account holder | $463 | $6,599-93.0% | $5,377-91.4% | $11,403-95.9% |