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 7-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 | $65,980 | $70,756-6.7% | $65,493+0.7% | $142,382-53.7% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 18.91% | 1754.89%-1736.0pp | 982.45%-963.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $750 | $2,881-74.0% | $2,574-70.9% | $4,299-82.5% |
| Participant deferral / active EE | $2,297 | $4,637-50.5% | $3,961-42.0% | $6,507-64.7% |
| Admin fee / account holder | $5,130 | $6,559-21.8% | $5,028+2.0% | $12,624-59.4% |