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 | $96,254 | $114,047-15.6% | $96,139+0.1% | $167,490-42.5% |
| Participation rate | 17.4% | 75.1%-57.7pp | 68.4%-51.1pp | 82.1%-64.7pp |
| Annual return | 11.38% | 189.88%-178.5pp | 191.94%-180.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $513 | $3,427-85.0% | $2,797-81.7% | $4,837-89.4% |
| Participant deferral / active EE | $1,752 | $5,194-66.3% | $4,349-59.7% | $6,341-72.4% |
| Admin fee / account holder | $1,740 | $6,897-74.8% | $5,537-68.6% | $12,309-85.9% |