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 | $77,772 | $105,998-26.6% | $92,233-15.7% | $147,584-47.3% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 11.53% | 50.05%-38.5pp | 176.28%-164.8pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,756 | $4,333-59.5% | $3,679-52.3% | $4,876-64.0% |
| Participant deferral / active EE | $4,372 | $4,478-2.4% | $3,897+12.2% | $5,439-19.6% |
| Admin fee / account holder | $4,613 | $6,332-27.2% | $5,194-11.2% | $10,885-57.6% |