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 | $113,903 | $99,020+15.0% | $86,590+31.5% | $147,584-22.8% |
| Participation rate | 45.8% | 76.3%-30.5pp | 73.5%-27.7pp | 82.8%-37.0pp |
| Annual return | 16.63% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $547 | $3,132-82.5% | $2,839-80.7% | $4,876-88.8% |
| Participant deferral / active EE | $2,923 | $3,972-26.4% | $3,609-19.0% | $5,439-46.3% |
| Admin fee / account holder | $1,764 | $5,710-69.1% | $4,906-64.0% | $10,885-83.8% |