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 | $75,334 | $70,756+6.5% | $65,493+15.0% | $142,382-47.1% |
| Participation rate | 54.5% | 77.4%-22.8pp | 73.1%-18.5pp | 80.1%-25.6pp |
| Annual return | 14.74% | 1754.89%-1740.2pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,325 | $2,881-54.0% | $2,574-48.5% | $4,299-69.2% |
| Participant deferral / active EE | $1,829 | $4,637-60.6% | $3,961-53.8% | $6,507-71.9% |
| Admin fee / account holder | $3,784 | $6,559-42.3% | $5,028-24.8% | $12,624-70.0% |