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 | $19,282 | $105,998-81.8% | $92,233-79.1% | $147,584-86.9% |
| Participation rate | 47.6% | 80.4%-32.8pp | 76.5%-28.9pp | 82.8%-35.2pp |
| Annual return | 22.39% | 50.05%-27.7pp | 176.28%-153.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,159 | $4,333-73.2% | $3,679-68.5% | $4,876-76.2% |
| Participant deferral / active EE | $2,685 | $4,478-40.0% | $3,897-31.1% | $5,439-50.6% |
| Admin fee / account holder | $984 | $6,332-84.5% | $5,194-81.1% | $10,885-91.0% |