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 | $43,462 | $99,079-56.1% | $77,999-44.3% | $273,961-84.1% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.5%-6.8pp | 83.0%-14.3pp |
| Annual return | 476.83% | 217.93%+258.9pp | 425.96%+50.9pp | 41.45%+435.4pp |
| Employer contribution / active EE | $996 | $3,308-69.9% | $2,470-59.7% | $4,869-79.5% |
| Participant deferral / active EE | $1,994 | $4,306-53.7% | $3,497-43.0% | $5,287-62.3% |
| Admin fee / account holder | $1,301 | $8,954-85.5% | $5,480-76.3% | $10,132-87.2% |