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 | $65,693 | $70,756-7.2% | $65,493+0.3% | $142,382-53.9% |
| Participation rate | 57.9% | 77.4%-19.5pp | 73.1%-15.2pp | 80.1%-22.2pp |
| Annual return | 18.23% | 1754.89%-1736.7pp | 982.45%-964.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,003 | $2,881+4.2% | $2,574+16.7% | $4,299-30.1% |
| Participant deferral / active EE | $4,519 | $4,637-2.5% | $3,961+14.1% | $6,507-30.5% |
| Admin fee / account holder | $2,313 | $6,559-64.7% | $5,028-54.0% | $12,624-81.7% |