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 | $90,238 | $74,888+20.5% | $71,209+26.7% | $142,382-36.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 13.34% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,029 | $2,854-63.9% | $2,721-62.2% | $4,299-76.1% |
| Participant deferral / active EE | $12,104 | $4,454+171.7% | $4,175+189.9% | $6,507+86.0% |
| Admin fee / account holder | $5,678 | $5,568+2.0% | $5,349+6.1% | $12,624-55.0% |