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 9-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 | $19,287 | $105,859-81.8% | $90,160-78.6% | $147,584-86.9% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 14.36% | 37.63%-23.3pp | 34.88%-20.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $14,118 | $4,126+242.2% | $3,318+325.5% | $4,876+189.5% |
| Participant deferral / active EE | $14,118 | $5,733+146.2% | $5,288+167.0% | $5,439+159.6% |
| Admin fee / account holder | $13,584 | $8,046+68.8% | $5,943+128.6% | $10,885+24.8% |