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 | $95,861 | $112,096-14.5% | $95,952-0.1% | $158,922-39.7% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 91.13% | 171.09%-80.0pp | 91.61%-0.5pp | 302.83%-211.7pp |
| Employer contribution / active EE | $828 | $3,198-74.1% | $2,541-67.4% | $4,761-82.6% |
| Participant deferral / active EE | $3,713 | $4,784-22.4% | $4,167-10.9% | $5,982-37.9% |
| Admin fee / account holder | $1,060 | $10,130-89.5% | $6,795-84.4% | $11,246-90.6% |