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 | $60,442 | $109,817-45.0% | $98,442-38.6% | $167,490-63.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 16.02% | 1956.69%-1940.7pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,352 | $3,224-27.0% | $2,960-20.5% | $4,837-51.4% |
| Participant deferral / active EE | $2,352 | $4,673-49.7% | $4,276-45.0% | $6,341-62.9% |
| Admin fee / account holder | $2,668 | $6,753-60.5% | $5,949-55.2% | $12,309-78.3% |