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 | $37,060 | $100,852-63.3% | $90,404-59.0% | $158,922-76.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 16.87% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,206 | $3,689-40.2% | $3,262-32.4% | $4,761-53.7% |
| Participant deferral / active EE | $4,754 | $4,348+9.3% | $3,963+20.0% | $5,982-20.5% |
| Admin fee / account holder | $2,769 | $6,501-57.4% | $5,611-50.6% | $11,246-75.4% |