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 | $34,430 | $109,817-68.6% | $98,442-65.0% | $167,490-79.4% |
| Participation rate | 64.7% | 75.8%-11.1pp | 73.3%-8.6pp | 82.1%-17.4pp |
| Annual return | 14.35% | 1956.69%-1942.3pp | 1492.73%-1478.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,589 | $3,224-50.7% | $2,960-46.3% | $4,837-67.2% |
| Participant deferral / active EE | $3,271 | $4,673-30.0% | $4,276-23.5% | $6,341-48.4% |
| Admin fee / account holder | $2,681 | $6,753-60.3% | $5,949-54.9% | $12,309-78.2% |