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 | $39,115 | $176,662-77.9% | $130,648-70.1% | $152,861-74.4% |
| Participation rate | 61.1% | 79.0%-17.8pp | 71.7%-10.6pp | 82.4%-21.3pp |
| Annual return | 22.52% | 2692.24%-2669.7pp | 1708.96%-1686.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $941 | $5,742-83.6% | $4,092-77.0% | $4,762-80.2% |
| Participant deferral / active EE | $4,081 | $4,361-6.4% | $3,603+13.3% | $5,850-30.2% |
| Admin fee / account holder | $585 | $7,133-91.8% | $5,464-89.3% | $11,596-95.0% |