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 | $8,273 | $81,625-89.9% | $58,482-85.9% | $139,434-94.1% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 39.98% | 7404.20%-7364.2pp | 4239.32%-4199.3pp | 372.94%-333.0pp |
| Employer contribution / active EE | $469 | $1,398-66.5% | $1,053-55.5% | $4,751-90.1% |
| Participant deferral / active EE | $629 | $2,557-75.4% | $1,924-67.3% | $6,710-90.6% |
| Admin fee / account holder | $3,632 | $3,265+11.2% | $2,516+44.4% | $11,403-68.1% |