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 | $83,359 | $176,662-52.8% | $130,648-36.2% | $152,861-45.5% |
| Participation rate | 34.8% | 79.0%-44.2pp | 71.7%-37.0pp | 82.4%-47.7pp |
| Annual return | 24.69% | 2692.24%-2667.6pp | 1708.96%-1684.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,017 | $5,742-82.3% | $4,092-75.1% | $4,762-78.6% |
| Participant deferral / active EE | $1,404 | $4,361-67.8% | $3,603-61.0% | $5,850-76.0% |
| Admin fee / account holder | $2,454 | $7,133-65.6% | $5,464-55.1% | $11,596-78.8% |