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 | $103,410 | $176,662-41.5% | $130,648-20.8% | $152,861-32.4% |
| Participation rate | 40.0% | 79.0%-39.0pp | 71.7%-31.7pp | 82.4%-42.4pp |
| Annual return | 24.43% | 2692.24%-2667.8pp | 1708.96%-1684.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,109 | $5,742-80.7% | $4,092-72.9% | $4,762-76.7% |
| Participant deferral / active EE | $3,502 | $4,361-19.7% | $3,603-2.8% | $5,850-40.1% |
| Admin fee / account holder | $344 | $7,133-95.2% | $5,464-93.7% | $11,596-97.0% |