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 | $83,911 | $90,348-7.1% | $75,972+10.4% | $145,922-42.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 12.47% | 620.88%-608.4pp | 359.55%-347.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,287 | $3,311-0.7% | $2,685+22.4% | $4,660-29.5% |
| Participant deferral / active EE | $3,795 | $5,162-26.5% | $4,255-10.8% | $6,688-43.3% |
| Admin fee / account holder | $1,850 | $8,467-78.2% | $6,467-71.4% | $13,397-86.2% |