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 | $35,492 | $105,998-66.5% | $92,233-61.5% | $147,584-76.0% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 57.02% | 50.05%+7.0pp | 176.28%-119.3pp | 578.55%-521.5pp |
| Employer contribution / active EE | $1,227 | $4,333-71.7% | $3,679-66.6% | $4,876-74.8% |
| Participant deferral / active EE | $2,531 | $4,478-43.5% | $3,897-35.0% | $5,439-53.5% |
| Admin fee / account holder | $1,665 | $6,332-73.7% | $5,194-67.9% | $10,885-84.7% |