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 | $69,476 | $70,606-1.6% | $53,898+28.9% | $142,382-51.2% |
| Participation rate | 36.4% | 63.7%-27.3pp | 55.0%-18.6pp | 80.1%-43.8pp |
| Annual return | 16.43% | 619.81%-603.4pp | 528.60%-512.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,617 | $1,202+34.5% | $932+73.5% | $4,299-62.4% |
| Participant deferral / active EE | $2,322 | $2,364-1.8% | $1,826+27.2% | $6,507-64.3% |
| Admin fee / account holder | $5,264 | $2,852+84.6% | $2,491+111.4% | $12,624-58.3% |