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 | $59,758 | $63,861-6.4% | $104,607-42.9% | $79,858-25.2% |
| Participation rate | 67.0% | 64.9%+2.1pp | 74.1%-7.1pp | 69.6%-2.6pp |
| Annual return | 107.74% | 21.30%+86.4pp | 340.46%-232.7pp | 31.71%+76.0pp |
| Employer contribution / active EE | $884 | $1,588-44.3% | $2,681-67.0% | $2,471-64.2% |
| Participant deferral / active EE | $1,552 | $2,693-42.4% | $3,740-58.5% | $3,740-58.5% |
| Admin fee / account holder | $2,790 | $4,185-33.3% | $6,473-56.9% | $5,306-47.4% |