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 | $41,528 | $100,041-58.5% | $149,718-72.3% | $70,131-40.8% |
| Participation rate | 67.3% | 83.6%-16.3pp | 87.1%-19.8pp | 69.5%-2.2pp |
| Annual return | 34.02% | 27.43%+6.6pp | 1501.63%-1467.6pp | 73.14%-39.1pp |
| Employer contribution / active EE | $1,774 | $3,662-51.6% | $5,445-67.4% | $2,342-24.3% |
| Participant deferral / active EE | $4,313 | $4,983-13.4% | $6,569-34.3% | $3,332+29.4% |
| Admin fee / account holder | $354 | $8,286-95.7% | $11,283-96.9% | $4,645-92.4% |