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 | $46,169 | $49,173-6.1% | $121,098-61.9% | $75,163-38.6% |
| Participation rate | 33.3% | 55.4%-22.1pp | 69.5%-36.2pp | 67.2%-33.9pp |
| Annual return | 19.08% | 55.99%-36.9pp | 985.75%-966.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $895 | $1,546-42.1% | $4,164-78.5% | $2,670-66.5% |
| Participant deferral / active EE | $1,917 | $2,628-27.0% | $4,080-53.0% | $4,125-53.5% |
| Admin fee / account holder | $865 | $3,942-78.0% | $5,644-84.7% | $5,651-84.7% |