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 | $101,194 | $105,998-4.5% | $92,233+9.7% | $147,584-31.4% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 73.85% | 50.05%+23.8pp | 176.28%-102.4pp | 578.55%-504.7pp |
| Employer contribution / active EE | $908 | $4,333-79.0% | $3,679-75.3% | $4,876-81.4% |
| Participant deferral / active EE | $1,373 | $4,478-69.3% | $3,897-64.8% | $5,439-74.8% |
| Admin fee / account holder | $32,779 | $6,332+417.6% | $5,194+531.1% | $10,885+201.1% |