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 | $21,567 | $100,852-78.6% | $90,404-76.1% | $158,922-86.4% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.7%-13.9pp | 82.0%-23.1pp |
| Annual return | 14.61% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,302 | $3,689-64.7% | $3,262-60.1% | $4,761-72.7% |
| Participant deferral / active EE | $4,030 | $4,348-7.3% | $3,963+1.7% | $5,982-32.6% |
| Admin fee / account holder | $2,020 | $6,501-68.9% | $5,611-64.0% | $11,246-82.0% |