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 | $84,425 | $105,998-20.4% | $92,233-8.5% | $147,584-42.8% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 16.69% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,669 | $4,333-61.5% | $3,679-54.6% | $4,876-65.8% |
| Participant deferral / active EE | $4,886 | $4,478+9.1% | $3,897+25.4% | $5,439-10.2% |
| Admin fee / account holder | $1,234 | $6,332-80.5% | $5,194-76.2% | $10,885-88.7% |