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 | $34,166 | $81,625-58.1% | $58,482-41.6% | $139,434-75.5% |
| Participation rate | 39.1% | 61.3%-22.2pp | 50.9%-11.7pp | 80.3%-41.2pp |
| Annual return | 23.81% | 7404.20%-7380.4pp | 4239.32%-4215.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,559 | $1,398+11.5% | $1,053+48.0% | $4,751-67.2% |
| Participant deferral / active EE | $3,080 | $2,557+20.5% | $1,924+60.1% | $6,710-54.1% |
| Admin fee / account holder | $553 | $3,265-83.1% | $2,516-78.0% | $11,403-95.2% |