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 | $102,459 | $96,305+6.4% | $80,569+27.2% | $139,434-26.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 17.65% | 1350.08%-1332.4pp | 935.43%-917.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,259 | $3,262-61.4% | $2,723-53.8% | $4,751-73.5% |
| Participant deferral / active EE | $2,385 | $5,232-54.4% | $4,447-46.4% | $6,710-64.5% |
| Admin fee / account holder | $891 | $6,599-86.5% | $5,377-83.4% | $11,403-92.2% |