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 | $104,183 | $102,604+1.5% | $86,188+20.9% | $139,434-25.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 25.26% | 1922.51%-1897.3pp | 1168.45%-1143.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $931 | $3,032-69.3% | $2,380-60.9% | $4,751-80.4% |
| Participant deferral / active EE | $4,700 | $4,676+0.5% | $3,985+17.9% | $6,710-30.0% |
| Admin fee / account holder | $2,906 | $8,657-66.4% | $6,852-57.6% | $11,403-74.5% |