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 | $28,750 | $73,515-60.9% | $62,995-54.4% | $147,584-80.5% |
| Participation rate | 45.8% | 77.9%-32.0pp | 74.8%-29.0pp | 82.8%-37.0pp |
| Annual return | 17.61% | 175.43%-157.8pp | 87.57%-70.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,400 | $4,185-66.6% | $3,329-58.0% | $5,439-74.3% |
| Admin fee / account holder | $353 | $5,953-94.1% | $3,600-90.2% | $10,885-96.8% |