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 | $105,645 | $108,642-2.8% | $74,701+41.4% | $152,861-30.9% |
| Participation rate | 38.1% | 65.3%-27.3pp | 54.5%-16.4pp | 82.4%-44.4pp |
| Annual return | 24.73% | 114.06%-89.3pp | 752.92%-728.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,409 | $2,712+25.7% | $1,964+73.6% | $5,850-41.7% |
| Admin fee / account holder | $698 | $4,902-85.8% | $3,333-79.1% | $11,596-94.0% |