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 | $79,414 | $109,817-27.7% | $98,442-19.3% | $167,490-52.6% |
| Participation rate | 41.7% | 75.8%-34.2pp | 73.3%-31.7pp | 82.1%-40.4pp |
| Annual return | 16.06% | 1956.69%-1940.6pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,647 | $3,224-48.9% | $2,960-44.4% | $4,837-66.0% |
| Participant deferral / active EE | $4,962 | $4,673+6.2% | $4,276+16.0% | $6,341-21.8% |
| Admin fee / account holder | $329 | $6,753-95.1% | $5,949-94.5% | $12,309-97.3% |