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 | $88,323 | $176,662-50.0% | $130,648-32.4% | $152,861-42.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 20.86% | 2692.24%-2671.4pp | 1708.96%-1688.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,460 | $5,742-74.6% | $4,092-64.3% | $4,762-69.3% |
| Participant deferral / active EE | $6,946 | $4,361+59.3% | $3,603+92.8% | $5,850+18.7% |
| Admin fee / account holder | $2,623 | $7,133-63.2% | $5,464-52.0% | $11,596-77.4% |