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 | $82,959 | $102,604-19.1% | $86,188-3.7% | $139,434-40.5% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 9.69% | 1922.51%-1912.8pp | 1168.45%-1158.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,089 | $3,032-31.1% | $2,380-12.2% | $4,751-56.0% |
| Participant deferral / active EE | $4,576 | $4,676-2.1% | $3,985+14.8% | $6,710-31.8% |
| Admin fee / account holder | $17,390 | $8,657+100.9% | $6,852+153.8% | $11,403+52.5% |