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 | $49,110 | $70,587-30.4% | $124,672-60.6% | $85,850-42.8% |
| Participation rate | 48.6% | 64.4%-15.8pp | 74.6%-26.0pp | 69.3%-20.7pp |
| Annual return | 15.10% | 20688.83%-20673.7pp | 5142.93%-5127.8pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,199 | $1,913-37.3% | $3,324-63.9% | $2,565-53.3% |
| Participant deferral / active EE | $2,466 | $2,969-16.9% | $4,614-46.5% | $3,952-37.6% |
| Admin fee / account holder | $6,940 | $5,282+31.4% | $7,493-7.4% | $6,260+10.9% |