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 | $38,047 | $58,927-35.4% | $76,817-50.5% | $72,985-47.9% |
| Participation rate | 46.9% | 67.3%-20.5pp | 72.1%-25.2pp | 69.5%-22.6pp |
| Annual return | 23.07% | 2305.64%-2282.6pp | 1166.11%-1143.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,540 | $1,787+42.2% | $2,302+10.4% | $2,440+4.1% |
| Participant deferral / active EE | $4,025 | $2,690+49.6% | $3,336+20.7% | $3,607+11.6% |
| Admin fee / account holder | $10,999 | $4,013+174.1% | $6,420+71.3% | $5,124+114.6% |