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 | $96,407 | $102,604-6.0% | $86,188+11.9% | $139,434-30.9% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.0%-4.7pp | 80.3%-16.0pp |
| Annual return | 19.00% | 1922.51%-1903.5pp | 1168.45%-1149.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,926 | $3,032-36.5% | $2,380-19.1% | $4,751-59.5% |
| Participant deferral / active EE | $2,608 | $4,676-44.2% | $3,985-34.6% | $6,710-61.1% |
| Admin fee / account holder | $11,490 | $8,657+32.7% | $6,852+67.7% | $11,403+0.8% |