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 | $74,139 | $99,652-25.6% | $78,778-5.9% | $147,584-49.8% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 13.70% | 47.28%-33.6pp | 35.62%-21.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,548 | $2,796-8.9% | $1,986+28.3% | $4,876-47.7% |
| Participant deferral / active EE | $3,760 | $3,664+2.6% | $2,958+27.1% | $5,439-30.9% |
| Admin fee / account holder | $4,729 | $7,155-33.9% | $5,134-7.9% | $10,885-56.6% |