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 | $31,968 | $93,373-65.8% | $152,466-79.0% | $85,850-62.8% |
| Participation rate | 0.0% | 70.1%-70.1pp | 78.2%-78.2pp | 69.3%-69.3pp |
| Annual return | 18.96% | 21.84%-2.9pp | 757.33%-738.4pp | 318.53%-299.6pp |
| Employer contribution / active EE | $2,353 | $2,996-21.5% | $4,327-45.6% | $2,565-8.3% |
| Participant deferral / active EE | $4,971 | $4,550+9.2% | $5,820-14.6% | $3,952+25.8% |
| Admin fee / account holder | $1,717 | $13,853-87.6% | $15,805-89.1% | $6,260-72.6% |