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 | $35,739 | $70,756-49.5% | $65,493-45.4% | $142,382-74.9% |
| Participation rate | 54.5% | 77.4%-22.8pp | 73.1%-18.5pp | 80.1%-25.6pp |
| Annual return | 15.21% | 1754.89%-1739.7pp | 982.45%-967.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,743 | $2,881-4.8% | $2,574+6.5% | $4,299-36.2% |
| Participant deferral / active EE | $1,531 | $4,637-67.0% | $3,961-61.4% | $6,507-76.5% |
| Admin fee / account holder | $974 | $6,559-85.1% | $5,028-80.6% | $12,624-92.3% |