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 | $89,519 | $104,907-14.7% | $84,611+5.8% | $152,861-41.4% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 35.53% | 373.79%-338.3pp | 258.74%-223.2pp | 345.32%-309.8pp |
| Employer contribution / active EE | $1,869 | $3,302-43.4% | $2,652-29.5% | $4,762-60.7% |
| Participant deferral / active EE | $9,639 | $4,688+105.6% | $3,899+147.2% | $5,850+64.8% |
| Admin fee / account holder | $1,990 | $6,241-68.1% | $4,912-59.5% | $11,596-82.8% |