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 | $78,855 | $105,998-25.6% | $92,233-14.5% | $147,584-46.6% |
| Participation rate | 17.6% | 80.4%-62.8pp | 76.5%-58.8pp | 82.8%-65.2pp |
| Annual return | 12.95% | 50.05%-37.1pp | 176.28%-163.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,234 | $4,333-71.5% | $3,679-66.4% | $4,876-74.7% |
| Participant deferral / active EE | $4,860 | $4,478+8.5% | $3,897+24.7% | $5,439-10.6% |
| Admin fee / account holder | $7,351 | $6,332+16.1% | $5,194+41.6% | $10,885-32.5% |