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 | $25,152 | $185,200-86.4% | $142,863-82.4% | $167,490-85.0% |
| Participation rate | 27.8% | 78.4%-50.7pp | 71.9%-44.2pp | 82.1%-54.3pp |
| Annual return | 10.23% | 8555.70%-8545.5pp | 5637.54%-5627.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,236 | $5,604-78.0% | $4,144-70.2% | $4,837-74.5% |
| Participant deferral / active EE | $3,463 | $4,494-22.9% | $3,837-9.8% | $6,341-45.4% |
| Admin fee / account holder | $549 | $8,031-93.2% | $6,560-91.6% | $12,309-95.5% |