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 | $72,997 | $105,998-31.1% | $92,233-20.9% | $147,584-50.5% |
| Participation rate | 35.0% | 80.4%-45.4pp | 76.5%-41.5pp | 82.8%-47.8pp |
| Annual return | 29.10% | 50.05%-21.0pp | 176.28%-147.2pp | 578.55%-549.5pp |
| Employer contribution / active EE | $770 | $4,333-82.2% | $3,679-79.1% | $4,876-84.2% |
| Participant deferral / active EE | $1,290 | $4,478-71.2% | $3,897-66.9% | $5,439-76.3% |
| Admin fee / account holder | $573 | $6,332-90.9% | $5,194-89.0% | $10,885-94.7% |