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 | $27,573 | $88,751-68.9% | $81,812-66.3% | $145,922-81.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.14% | 1025.40%-1013.3pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,526 | $3,083-18.1% | $2,912-13.3% | $4,660-45.8% |
| Participant deferral / active EE | $3,170 | $4,643-31.7% | $4,319-26.6% | $6,688-52.6% |
| Admin fee / account holder | $936 | $8,415-88.9% | $7,386-87.3% | $13,397-93.0% |