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 | $136,248 | $159,901-14.8% | $146,958-7.3% | $145,922-6.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 20.63% | 98.13%-77.5pp | 418.34%-397.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,844 | $5,286-65.1% | $4,933-62.6% | $4,660-60.4% |
| Participant deferral / active EE | $7,454 | $8,428-11.6% | $8,070-7.6% | $6,688+11.5% |
| Admin fee / account holder | $440 | $15,044-97.1% | $12,998-96.6% | $13,397-96.7% |