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 | $81,506 | $105,998-23.1% | $92,233-11.6% | $147,584-44.8% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 14.19% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,408 | $4,333-67.5% | $3,679-61.7% | $4,876-71.1% |
| Participant deferral / active EE | $3,011 | $4,478-32.8% | $3,897-22.7% | $5,439-44.6% |
| Admin fee / account holder | $370 | $6,332-94.2% | $5,194-92.9% | $10,885-96.6% |