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 | $62,743 | $49,173+27.6% | $121,098-48.2% | $75,163-16.5% |
| Participation rate | 51.4% | 55.4%-4.0pp | 69.5%-18.1pp | 67.2%-15.8pp |
| Annual return | 17.41% | 55.99%-38.6pp | 985.75%-968.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,655 | $1,546+7.1% | $4,164-60.3% | $2,670-38.0% |
| Participant deferral / active EE | $3,299 | $2,628+25.6% | $4,080-19.1% | $4,125-20.0% |
| Admin fee / account holder | $1,320 | $3,942-66.5% | $5,644-76.6% | $5,651-76.6% |