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 | $28,483 | $109,817-74.1% | $98,442-71.1% | $167,490-83.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.19% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $846 | $3,224-73.8% | $2,960-71.4% | $4,837-82.5% |
| Participant deferral / active EE | $1,304 | $4,673-72.1% | $4,276-69.5% | $6,341-79.4% |
| Admin fee / account holder | $614 | $6,753-90.9% | $5,949-89.7% | $12,309-95.0% |