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 | $20,392 | $90,600-77.5% | $79,464-74.3% | $135,375-84.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 2.09% | 977.43%-975.3pp | 718.14%-716.1pp | 519.73%-517.6pp |
| Employer contribution / active EE | $1,084 | $3,068-64.7% | $2,800-61.3% | $4,779-77.3% |
| Participant deferral / active EE | $6,627 | $4,050+63.6% | $3,704+78.9% | $5,609+18.2% |
| Admin fee / account holder | $2,080 | $5,907-64.8% | $5,113-59.3% | $10,827-80.8% |