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 | $72,787 | $88,751-18.0% | $81,812-11.0% | $145,922-50.1% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.3%-24.7pp | 80.3%-32.7pp |
| Annual return | 14.27% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $851 | $3,083-72.4% | $2,912-70.8% | $4,660-81.7% |
| Participant deferral / active EE | $4,835 | $4,643+4.1% | $4,319+12.0% | $6,688-27.7% |
| Admin fee / account holder | $5,459 | $8,415-35.1% | $7,386-26.1% | $13,397-59.3% |