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 | $94,837 | $96,635-1.9% | $86,612+9.5% | $139,434-32.0% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 23.52% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,975 | $3,263-8.8% | $3,022-1.6% | $4,751-37.4% |
| Participant deferral / active EE | $6,191 | $4,836+28.0% | $4,438+39.5% | $6,710-7.7% |
| Admin fee / account holder | $1,019 | $6,408-84.1% | $5,614-81.8% | $11,403-91.1% |