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 | $70,826 | $102,317-30.8% | $146,958-51.8% | $80,856-12.4% |
| Participation rate | 69.0% | 75.8%-6.9pp | 82.2%-13.2pp | 67.6%+1.3pp |
| Annual return | 19.68% | 134.76%-115.1pp | 418.34%-398.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,489 | $3,713-33.0% | $4,933-49.5% | $2,755-9.6% |
| Participant deferral / active EE | $6,013 | $6,644-9.5% | $8,070-25.5% | $4,296+40.0% |
| Admin fee / account holder | $399 | $7,941-95.0% | $12,998-96.9% | $6,918-94.2% |