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 | $88,369 | $84,695+4.3% | $73,843+19.7% | $125,391-29.5% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | 8.73% | 3123.53%-3114.8pp | 2267.84%-2259.1pp | 282.22%-273.5pp |
| Employer contribution / active EE | $1,381 | $3,123-55.8% | $2,787-50.5% | $4,866-71.6% |
| Participant deferral / active EE | $3,222 | $3,992-19.3% | $3,583-10.1% | $5,352-39.8% |
| Admin fee / account holder | $3,049 | $5,691-46.4% | $4,880-37.5% | $9,540-68.0% |