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 | $72,104 | $105,181-31.4% | $159,436-54.8% | $85,850-16.0% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.8%-13.4pp | 69.3%+0.1pp |
| Annual return | 45.05% | 45.07%0pp | 263.57%-218.5pp | 318.53%-273.5pp |
| Employer contribution / active EE | $2,459 | $3,318-25.9% | $4,829-49.1% | $2,565-4.1% |
| Participant deferral / active EE | $3,203 | $5,945-46.1% | $7,352-56.4% | $3,952-18.9% |
| Admin fee / account holder | $1,288 | $6,933-81.4% | $10,799-88.1% | $6,260-79.4% |