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 | $93,264 | $102,604-9.1% | $86,188+8.2% | $139,434-33.1% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 17.51% | 1922.51%-1905.0pp | 1168.45%-1150.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,226 | $3,032-26.6% | $2,380-6.5% | $4,751-53.2% |
| Participant deferral / active EE | $3,149 | $4,676-32.7% | $3,985-21.0% | $6,710-53.1% |
| Admin fee / account holder | $3,666 | $8,657-57.6% | $6,852-46.5% | $11,403-67.8% |