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 | $67,314 | $109,817-38.7% | $98,442-31.6% | $167,490-59.8% |
| Participation rate | 54.2% | 75.8%-21.7pp | 73.3%-19.2pp | 82.1%-27.9pp |
| Annual return | 14.08% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,127 | $3,224-65.0% | $2,960-61.9% | $4,837-76.7% |
| Participant deferral / active EE | $2,297 | $4,673-50.8% | $4,276-46.3% | $6,341-63.8% |
| Admin fee / account holder | $678 | $6,753-90.0% | $5,949-88.6% | $12,309-94.5% |