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 | $75,694 | $57,281+32.1% | $86,612-12.6% | $75,163+0.7% |
| Participation rate | 30.8% | 63.2%-32.4pp | 71.7%-40.9pp | 67.2%-36.4pp |
| Annual return | 23.00% | 2670.75%-2647.8pp | 591.07%-568.1pp | 160.62%-137.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,292 | $3,318-0.8% | $4,438-25.8% | $4,125-20.2% |
| Admin fee / account holder | $7,381 | $4,112+79.5% | $5,614+31.5% | $5,651+30.6% |