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 | $18,981 | $73,515-74.2% | $62,995-69.9% | $147,584-87.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 20.88% | 175.43%-154.5pp | 87.57%-66.7pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,477 | $3,320-25.4% | $2,759-10.2% | $4,876-49.2% |
| Participant deferral / active EE | $2,561 | $4,185-38.8% | $3,329-23.1% | $5,439-52.9% |
| Admin fee / account holder | $1,659 | $5,953-72.1% | $3,600-53.9% | $10,885-84.8% |