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 | $85,888 | $102,604-16.3% | $86,188-0.3% | $139,434-38.4% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.0%-31.5pp | 80.3%-42.8pp |
| Annual return | 16.58% | 1922.51%-1905.9pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,039 | $3,032-65.7% | $2,380-56.3% | $4,751-78.1% |
| Participant deferral / active EE | $2,964 | $4,676-36.6% | $3,985-25.6% | $6,710-55.8% |
| Admin fee / account holder | $354 | $8,657-95.9% | $6,852-94.8% | $11,403-96.9% |