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 | $52,734 | $70,587-25.3% | $124,672-57.7% | $85,850-38.6% |
| Participation rate | 67.4% | 64.4%+3.0pp | 74.6%-7.2pp | 69.3%-1.9pp |
| Annual return | 14.19% | 20688.83%-20674.6pp | 5142.93%-5128.7pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,254 | $1,913+17.8% | $3,324-32.2% | $2,565-12.1% |
| Participant deferral / active EE | $2,265 | $2,969-23.7% | $4,614-50.9% | $3,952-42.7% |
| Admin fee / account holder | $719 | $5,282-86.4% | $7,493-90.4% | $6,260-88.5% |