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 | $50,744 | $70,587-28.1% | $124,672-59.3% | $85,850-40.9% |
| Participation rate | 35.2% | 64.4%-29.2pp | 74.6%-39.4pp | 69.3%-34.1pp |
| Annual return | 14.71% | 20688.83%-20674.1pp | 5142.93%-5128.2pp | 318.53%-303.8pp |
| Employer contribution / active EE | $958 | $1,913-49.9% | $3,324-71.2% | $2,565-62.6% |
| Participant deferral / active EE | $1,650 | $2,969-44.4% | $4,614-64.3% | $3,952-58.3% |
| Admin fee / account holder | $1,540 | $5,282-70.9% | $7,493-79.5% | $6,260-75.4% |