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 | $18,907 | $105,998-82.2% | $92,233-79.5% | $147,584-87.2% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 14.65% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,408 | $4,333-67.5% | $3,679-61.7% | $4,876-71.1% |
| Participant deferral / active EE | $2,299 | $4,478-48.7% | $3,897-41.0% | $5,439-57.7% |
| Admin fee / account holder | $7,207 | $6,332+13.8% | $5,194+38.8% | $10,885-33.8% |