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 7-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 | $72,173 | $88,751-18.7% | $81,812-11.8% | $145,922-50.5% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.3%-33.9pp | 80.3%-41.8pp |
| Annual return | 14.25% | 1025.40%-1011.2pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $990 | $3,083-67.9% | $2,912-66.0% | $4,660-78.8% |
| Participant deferral / active EE | $3,240 | $4,643-30.2% | $4,319-25.0% | $6,688-51.5% |
| Admin fee / account holder | $1,444 | $8,415-82.8% | $7,386-80.5% | $13,397-89.2% |