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 | $134,916 | $144,119-6.4% | $117,854+14.5% | $147,584-8.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 102.31% | 531.15%-428.8pp | 335.08%-232.8pp | 578.55%-476.2pp |
| Employer contribution / active EE | $2,570 | $4,896-47.5% | $3,786-32.1% | $4,876-47.3% |
| Participant deferral / active EE | $2,595 | $5,316-51.2% | $4,482-42.1% | $5,439-52.3% |
| Admin fee / account holder | $547 | $10,886-95.0% | $8,020-93.2% | $10,885-95.0% |