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 | $35,722 | $185,200-80.7% | $142,863-75.0% | $167,490-78.7% |
| Participation rate | 42.9% | 78.4%-35.6pp | 71.9%-29.1pp | 82.1%-39.2pp |
| Annual return | 9.98% | 8555.70%-8545.7pp | 5637.54%-5627.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $753 | $5,604-86.6% | $4,144-81.8% | $4,837-84.4% |
| Participant deferral / active EE | $1,132 | $4,494-74.8% | $3,837-70.5% | $6,341-82.1% |
| Admin fee / account holder | $2,347 | $8,031-70.8% | $6,560-64.2% | $12,309-80.9% |