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 | $67,864 | $96,635-29.8% | $86,612-21.6% | $139,434-51.3% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 16.65% | 106.41%-89.8pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,744 | $3,263-46.6% | $3,022-42.3% | $4,751-63.3% |
| Participant deferral / active EE | $4,264 | $4,836-11.8% | $4,438-3.9% | $6,710-36.5% |
| Admin fee / account holder | $6,698 | $6,408+4.5% | $5,614+19.3% | $11,403-41.3% |