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 | $78,323 | $57,281+36.7% | $86,612-9.6% | $75,163+4.2% |
| Participation rate | 36.8% | 63.2%-26.4pp | 71.7%-34.9pp | 67.2%-30.4pp |
| Annual return | 13.70% | 2670.75%-2657.0pp | 591.07%-577.4pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,099 | $2,314-52.5% | $3,022-63.6% | $2,670-58.8% |
| Participant deferral / active EE | $3,479 | $3,318+4.9% | $4,438-21.6% | $4,125-15.7% |
| Admin fee / account holder | $3,223 | $4,112-21.6% | $5,614-42.6% | $5,651-43.0% |