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 | $71,036 | $96,305-26.2% | $80,569-11.8% | $139,434-49.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.19% | 1350.08%-1330.9pp | 935.43%-916.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,329 | $3,262+2.0% | $2,723+22.2% | $4,751-29.9% |
| Participant deferral / active EE | $8,138 | $5,232+55.6% | $4,447+83.0% | $6,710+21.3% |
| Admin fee / account holder | $2,963 | $6,599-55.1% | $5,377-44.9% | $11,403-74.0% |