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 | $26,256 | $105,859-75.2% | $90,160-70.9% | $147,584-82.2% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 12.21% | 37.63%-25.4pp | 34.88%-22.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $4,534 | $4,126+9.9% | $3,318+36.6% | $4,876-7.0% |
| Participant deferral / active EE | $5,565 | $5,733-2.9% | $5,288+5.2% | $5,439+2.3% |
| Admin fee / account holder | $18,941 | $8,046+135.4% | $5,943+218.7% | $10,885+74.0% |