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 | $67,756 | $60,124+12.7% | $90,404-25.1% | $79,858-15.2% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 11.25% | 71.94%-60.7pp | 1293.02%-1281.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,023 | $2,068-2.2% | $3,262-38.0% | $2,471-18.1% |
| Participant deferral / active EE | $4,006 | $2,938+36.3% | $3,963+1.1% | $3,740+7.1% |
| Admin fee / account holder | $24,614 | $3,976+519.0% | $5,611+338.7% | $5,306+363.9% |