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 5-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 | $13,036 | $68,097-80.9% | $62,929-79.3% | $137,256-90.5% |
| Participation rate | 64.7% | 77.4%-12.7pp | 73.1%-8.4pp | 80.0%-15.3pp |
| Annual return | 15.22% | 1859.11%-1843.9pp | 1063.93%-1048.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $598 | $2,811-78.7% | $2,505-76.1% | $4,156-85.6% |
| Participant deferral / active EE | $1,576 | $4,553-65.4% | $3,888-59.5% | $6,407-75.4% |
| Admin fee / account holder | $602 | $6,521-90.8% | $5,065-88.1% | $12,270-95.1% |