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 | $60,230 | $96,635-37.7% | $86,612-30.5% | $139,434-56.8% |
| Participation rate | 61.1% | 74.4%-13.3pp | 71.7%-10.6pp | 80.3%-19.2pp |
| Annual return | 16.07% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,963 | $3,263-9.2% | $3,022-2.0% | $4,751-37.6% |
| Participant deferral / active EE | $6,927 | $4,836+43.2% | $4,438+56.1% | $6,710+3.2% |
| Admin fee / account holder | $905 | $6,408-85.9% | $5,614-83.9% | $11,403-92.1% |