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 | $42,079 | $150,440-72.0% | $136,294-69.1% | $147,584-71.5% |
| Participation rate | 43.5% | 84.4%-40.9pp | 81.9%-38.4pp | 82.8%-39.4pp |
| Annual return | 17.13% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,341 | $5,256-74.5% | $4,695-71.4% | $4,876-72.5% |
| Participant deferral / active EE | $2,808 | $6,630-57.6% | $6,247-55.0% | $5,439-48.4% |
| Admin fee / account holder | $4,464 | $10,905-59.1% | $9,243-51.7% | $10,885-59.0% |