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 | $90,225 | $100,852-10.5% | $90,404-0.2% | $158,922-43.2% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.7%-41.9pp | 82.0%-51.2pp |
| Annual return | 22.41% | 1724.20%-1701.8pp | 1293.02%-1270.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $937 | $3,689-74.6% | $3,262-71.3% | $4,761-80.3% |
| Participant deferral / active EE | $2,674 | $4,348-38.5% | $3,963-32.5% | $5,982-55.3% |
| Admin fee / account holder | $1,056 | $6,501-83.8% | $5,611-81.2% | $11,246-90.6% |