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 | $86,623 | $53,516+61.9% | $126,539-31.5% | $84,808+2.1% |
| Participation rate | 46.8% | 58.2%-11.4pp | 69.8%-23.0pp | 68.3%-21.5pp |
| Annual return | 32.31% | 58.34%-26.0pp | 425.95%-393.6pp | 40.90%-8.6pp |
| Employer contribution / active EE | $766 | $1,535-50.1% | $3,674-79.2% | $2,631-70.9% |
| Participant deferral / active EE | $3,804 | $2,671+42.4% | $4,083-6.8% | $4,212-9.7% |
| Admin fee / account holder | $2,897 | $4,497-35.6% | $6,065-52.2% | $7,344-60.6% |