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 | $57,973 | $99,020-41.5% | $86,590-33.0% | $147,584-60.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 32.81% | 1312.34%-1279.5pp | 964.84%-932.0pp | 578.55%-545.7pp |
| Employer contribution / active EE | $808 | $3,132-74.2% | $2,839-71.6% | $4,876-83.4% |
| Participant deferral / active EE | $1,026 | $3,972-74.2% | $3,609-71.6% | $5,439-81.1% |
| Admin fee / account holder | $586 | $5,710-89.7% | $4,906-88.0% | $10,885-94.6% |