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 | $69,264 | $88,751-22.0% | $81,812-15.3% | $145,922-52.5% |
| Participation rate | 68.2% | 75.0%-6.9pp | 72.3%-4.2pp | 80.3%-12.1pp |
| Annual return | 18.67% | 1025.40%-1006.7pp | 773.79%-755.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $779 | $3,083-74.8% | $2,912-73.3% | $4,660-83.3% |
| Participant deferral / active EE | $2,293 | $4,643-50.6% | $4,319-46.9% | $6,688-65.7% |
| Admin fee / account holder | $10,593 | $8,415+25.9% | $7,386+43.4% | $13,397-20.9% |