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 8-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 | $90,467 | $102,382-11.6% | $147,005-38.5% | $80,874+11.9% |
| Participation rate | 69.9% | 75.8%-6.0pp | 82.2%-12.3pp | 67.6%+2.2pp |
| Annual return | 42.11% | 134.89%-92.8pp | 418.76%-376.7pp | 35.62%+6.5pp |
| Employer contribution / active EE | $6,273 | $3,715+68.9% | $4,934+27.1% | $2,756+127.7% |
| Participant deferral / active EE | $10,578 | $6,646+59.2% | $8,070+31.1% | $4,297+146.2% |
| Admin fee / account holder | $1,488 | $7,942-81.3% | $13,006-88.6% | $6,935-78.5% |