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 | $21,571 | $105,998-79.6% | $92,233-76.6% | $147,584-85.4% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 22.35% | 50.05%-27.7pp | 176.28%-153.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $945 | $4,333-78.2% | $3,679-74.3% | $4,876-80.6% |
| Participant deferral / active EE | $2,540 | $4,478-43.3% | $3,897-34.8% | $5,439-53.3% |
| Admin fee / account holder | $374 | $6,332-94.1% | $5,194-92.8% | $10,885-96.6% |