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 | $68,968 | $96,635-28.6% | $86,612-20.4% | $139,434-50.5% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 106.63% | 106.41%+0.2pp | 591.07%-484.4pp | 372.94%-266.3pp |
| Employer contribution / active EE | $1,721 | $3,263-47.3% | $3,022-43.1% | $4,751-63.8% |
| Participant deferral / active EE | $1,951 | $4,836-59.7% | $4,438-56.0% | $6,710-70.9% |
| Admin fee / account holder | $25,235 | $6,408+293.8% | $5,614+349.5% | $11,403+121.3% |