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 | $34,805 | $58,927-40.9% | $76,817-54.7% | $72,985-52.3% |
| Participation rate | 51.3% | 67.3%-16.1pp | 72.1%-20.8pp | 69.5%-18.2pp |
| Annual return | 23.39% | 2305.64%-2282.3pp | 1166.11%-1142.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,107 | $1,787-38.1% | $2,302-51.9% | $2,440-54.6% |
| Participant deferral / active EE | $3,015 | $2,690+12.1% | $3,336-9.6% | $3,607-16.4% |
| Admin fee / account holder | $783 | $4,013-80.5% | $6,420-87.8% | $5,124-84.7% |