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 | $87,670 | $105,998-17.3% | $92,233-4.9% | $147,584-40.6% |
| Participation rate | 38.9% | 80.4%-41.5pp | 76.5%-37.6pp | 82.8%-43.9pp |
| Annual return | 33.89% | 50.05%-16.2pp | 176.28%-142.4pp | 578.55%-544.7pp |
| Employer contribution / active EE | $1,226 | $4,333-71.7% | $3,679-66.7% | $4,876-74.9% |
| Participant deferral / active EE | $3,526 | $4,478-21.3% | $3,897-9.5% | $5,439-35.2% |
| Admin fee / account holder | $8,112 | $6,332+28.1% | $5,194+56.2% | $10,885-25.5% |