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 | $35,712 | $185,200-80.7% | $142,863-75.0% | $167,490-78.7% |
| Participation rate | 41.7% | 78.4%-36.8pp | 71.9%-30.3pp | 82.1%-40.4pp |
| Annual return | 9.52% | 8555.70%-8546.2pp | 5637.54%-5628.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $334 | $5,604-94.0% | $4,144-91.9% | $4,837-93.1% |
| Participant deferral / active EE | $657 | $4,494-85.4% | $3,837-82.9% | $6,341-89.6% |
| Admin fee / account holder | $5,434 | $8,031-32.3% | $6,560-17.2% | $12,309-55.9% |