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 | $60,178 | $57,281+5.1% | $86,612-30.5% | $75,163-19.9% |
| Participation rate | 61.3% | 63.2%-1.9pp | 71.7%-10.4pp | 67.2%-5.9pp |
| Annual return | 26.53% | 2670.75%-2644.2pp | 591.07%-564.5pp | 160.62%-134.1pp |
| Employer contribution / active EE | $1,607 | $2,314-30.6% | $3,022-46.8% | $2,670-39.8% |
| Participant deferral / active EE | $3,179 | $3,318-4.2% | $4,438-28.4% | $4,125-22.9% |
| Admin fee / account holder | $6,157 | $4,112+49.7% | $5,614+9.7% | $5,651+9.0% |