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 | $43,185 | $102,604-57.9% | $86,188-49.9% | $139,434-69.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 21.16% | 1922.51%-1901.3pp | 1168.45%-1147.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $708 | $3,032-76.6% | $2,380-70.2% | $4,751-85.1% |
| Participant deferral / active EE | $4,074 | $4,676-12.9% | $3,985+2.2% | $6,710-39.3% |
| Admin fee / account holder | $3,903 | $8,657-54.9% | $6,852-43.0% | $11,403-65.8% |