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 | $19,864 | $105,998-81.3% | $92,233-78.5% | $147,584-86.5% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 41.06% | 50.05%-9.0pp | 176.28%-135.2pp | 578.55%-537.5pp |
| Employer contribution / active EE | $1,971 | $4,333-54.5% | $3,679-46.4% | $4,876-59.6% |
| Participant deferral / active EE | $3,016 | $4,478-32.6% | $3,897-22.6% | $5,439-44.5% |
| Admin fee / account holder | $909 | $6,332-85.6% | $5,194-82.5% | $10,885-91.6% |