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 | $38,559 | $102,966-62.6% | $90,281-57.3% | $152,861-74.8% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 15.94% | 95.16%-79.2pp | 78.10%-62.2pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,626 | $3,139-48.2% | $2,854-43.0% | $4,762-65.8% |
| Participant deferral / active EE | $11,066 | $4,281+158.5% | $3,885+184.8% | $5,850+89.2% |
| Admin fee / account holder | $395 | $6,171-93.6% | $5,351-92.6% | $11,596-96.6% |