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 | $100,447 | $102,604-2.1% | $86,188+16.5% | $139,434-28.0% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.0%-26.9pp | 80.3%-38.2pp |
| Annual return | 13.68% | 1922.51%-1908.8pp | 1168.45%-1154.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,293 | $3,032-57.4% | $2,380-45.7% | $4,751-72.8% |
| Participant deferral / active EE | $3,722 | $4,676-20.4% | $3,985-6.6% | $6,710-44.5% |
| Admin fee / account holder | $6,470 | $8,657-25.3% | $6,852-5.6% | $11,403-43.3% |