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 | $44,389 | $88,751-50.0% | $81,812-45.7% | $145,922-69.6% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.3%-26.9pp | 80.3%-34.8pp |
| Annual return | 14.80% | 1025.40%-1010.6pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $585 | $3,083-81.0% | $2,912-79.9% | $4,660-87.4% |
| Participant deferral / active EE | $1,411 | $4,643-69.6% | $4,319-67.3% | $6,688-78.9% |
| Admin fee / account holder | $422 | $8,415-95.0% | $7,386-94.3% | $13,397-96.9% |