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 | $118,671 | $96,635+22.8% | $86,612+37.0% | $139,434-14.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 15.44% | 106.41%-91.0pp | 591.07%-575.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,696 | $3,263-17.4% | $3,022-10.8% | $4,751-43.2% |
| Participant deferral / active EE | $6,794 | $4,836+40.5% | $4,438+53.1% | $6,710+1.3% |
| Admin fee / account holder | $2,402 | $6,408-62.5% | $5,614-57.2% | $11,403-78.9% |