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 | $96,247 | $96,305-0.1% | $80,569+19.5% | $139,434-31.0% |
| Participation rate | 47.6% | 73.6%-26.0pp | 67.0%-19.4pp | 80.3%-32.7pp |
| Annual return | 18.38% | 1350.08%-1331.7pp | 935.43%-917.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,219 | $3,262-62.6% | $2,723-55.3% | $4,751-74.4% |
| Participant deferral / active EE | $2,565 | $5,232-51.0% | $4,447-42.3% | $6,710-61.8% |
| Admin fee / account holder | $3,569 | $6,599-45.9% | $5,377-33.6% | $11,403-68.7% |