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 | $40,039 | $109,817-63.5% | $98,442-59.3% | $167,490-76.1% |
| Participation rate | 41.2% | 75.8%-34.6pp | 73.3%-32.2pp | 82.1%-40.9pp |
| Annual return | 15.87% | 1956.69%-1940.8pp | 1492.73%-1476.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,782 | $3,224-44.7% | $2,960-39.8% | $4,837-63.2% |
| Participant deferral / active EE | $4,147 | $4,673-11.3% | $4,276-3.0% | $6,341-34.6% |
| Admin fee / account holder | $905 | $6,753-86.6% | $5,949-84.8% | $12,309-92.6% |