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 | $30,961 | $96,305-67.9% | $80,569-61.6% | $139,434-77.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 24.79% | 1350.08%-1325.3pp | 935.43%-910.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,703 | $3,262-47.8% | $2,723-37.5% | $4,751-64.1% |
| Participant deferral / active EE | $2,584 | $5,232-50.6% | $4,447-41.9% | $6,710-61.5% |
| Admin fee / account holder | $919 | $6,599-86.1% | $5,377-82.9% | $11,403-91.9% |