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 | $72,353 | $105,998-31.7% | $92,233-21.6% | $147,584-51.0% |
| Participation rate | 52.4% | 80.4%-28.0pp | 76.5%-24.1pp | 82.8%-30.4pp |
| Annual return | 10.39% | 50.05%-39.7pp | 176.28%-165.9pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,314 | $4,333-69.7% | $3,679-64.3% | $4,876-73.0% |
| Participant deferral / active EE | $3,854 | $4,478-13.9% | $3,897-1.1% | $5,439-29.1% |
| Admin fee / account holder | $8,078 | $6,332+27.6% | $5,194+55.5% | $10,885-25.8% |