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 | $59,000 | $57,281+3.0% | $86,612-31.9% | $75,163-21.5% |
| Participation rate | 46.2% | 63.2%-17.0pp | 71.7%-25.5pp | 67.2%-21.0pp |
| Annual return | 42.55% | 2670.75%-2628.2pp | 591.07%-548.5pp | 160.62%-118.1pp |
| Employer contribution / active EE | $1,909 | $2,314-17.5% | $3,022-36.8% | $2,670-28.5% |
| Participant deferral / active EE | $3,365 | $3,318+1.4% | $4,438-24.2% | $4,125-18.4% |
| Admin fee / account holder | $5,582 | $4,112+35.8% | $5,614-0.6% | $5,651-1.2% |