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 | $34,781 | $80,753-56.9% | $136,294-74.5% | $62,292-44.2% |
| Participation rate | 44.4% | 73.5%-29.1pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 58.58% | 35.83%+22.7pp | 5155.94%-5097.4pp | 28.90%+29.7pp |
| Employer contribution / active EE | $770 | $2,884-73.3% | $4,695-83.6% | $2,042-62.3% |
| Participant deferral / active EE | $2,591 | $5,164-49.8% | $6,247-58.5% | $3,169-18.3% |
| Admin fee / account holder | $434 | $525-17.3% | $9,243-95.3% | $479-9.4% |