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 | $66,394 | $107,334-38.1% | $92,893-28.5% | $152,861-56.6% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 15.27% | 145.58%-130.3pp | 109.41%-94.1pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,137 | $4,221-25.7% | $3,653-14.1% | $4,762-34.1% |
| Participant deferral / active EE | $7,371 | $4,845+52.1% | $4,236+74.0% | $5,850+26.0% |
| Admin fee / account holder | $47,240 | $7,079+567.3% | $5,794+715.3% | $11,596+307.4% |