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 | $19,050 | $104,486-81.8% | $76,817-75.2% | $152,861-87.5% |
| Participation rate | 64.3% | 76.6%-12.3pp | 72.1%-7.8pp | 82.4%-18.2pp |
| Annual return | 35.02% | 1013.37%-978.4pp | 1166.11%-1131.1pp | 345.32%-310.3pp |
| Employer contribution / active EE | $2,789 | $3,116-10.5% | $2,302+21.2% | $4,762-41.4% |
| Participant deferral / active EE | $3,825 | $4,236-9.7% | $3,336+14.7% | $5,850-34.6% |
| Admin fee / account holder | $891 | $12,275-92.7% | $6,420-86.1% | $11,596-92.3% |