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 | $86,031 | $105,998-18.8% | $92,233-6.7% | $147,584-41.7% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 16.41% | 50.05%-33.6pp | 176.28%-159.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,029 | $4,333-76.2% | $3,679-72.0% | $4,876-78.9% |
| Participant deferral / active EE | $2,816 | $4,478-37.1% | $3,897-27.7% | $5,439-48.2% |
| Admin fee / account holder | $397 | $6,332-93.7% | $5,194-92.4% | $10,885-96.4% |