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 | $64,723 | $57,281+13.0% | $86,612-25.3% | $75,163-13.9% |
| Participation rate | 47.5% | 63.2%-15.7pp | 71.7%-24.2pp | 67.2%-19.7pp |
| Annual return | 17.84% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,011 | $2,314-56.3% | $3,022-66.6% | $2,670-62.1% |
| Participant deferral / active EE | $3,054 | $3,318-7.9% | $4,438-31.2% | $4,125-26.0% |
| Admin fee / account holder | $3,552 | $4,112-13.6% | $5,614-36.7% | $5,651-37.1% |