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 | $51,360 | $70,587-27.2% | $124,672-58.8% | $85,850-40.2% |
| Participation rate | 64.5% | 64.4%+0.1pp | 74.6%-10.1pp | 69.3%-4.8pp |
| Annual return | 11.69% | 20688.83%-20677.1pp | 5142.93%-5131.2pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,516 | $1,913-20.8% | $3,324-54.4% | $2,565-40.9% |
| Participant deferral / active EE | $3,542 | $2,969+19.3% | $4,614-23.2% | $3,952-10.4% |
| Admin fee / account holder | $6,118 | $5,282+15.8% | $7,493-18.4% | $6,260-2.3% |