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 | $71,444 | $70,587+1.2% | $124,672-42.7% | $85,850-16.8% |
| Participation rate | 54.3% | 64.4%-10.1pp | 74.6%-20.3pp | 69.3%-15.0pp |
| Annual return | 12.54% | 20688.83%-20676.3pp | 5142.93%-5130.4pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,471 | $1,913-23.1% | $3,324-55.7% | $2,565-42.6% |
| Participant deferral / active EE | $3,208 | $2,969+8.1% | $4,614-30.5% | $3,952-18.8% |
| Admin fee / account holder | $1,836 | $5,282-65.2% | $7,493-75.5% | $6,260-70.7% |