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 | $71,539 | $70,756+1.1% | $65,493+9.2% | $142,382-49.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 21.20% | 1754.89%-1733.7pp | 982.45%-961.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $596 | $2,881-79.3% | $2,574-76.8% | $4,299-86.1% |
| Participant deferral / active EE | $4,244 | $4,637-8.5% | $3,961+7.1% | $6,507-34.8% |
| Admin fee / account holder | $1,933 | $6,559-70.5% | $5,028-61.6% | $12,624-84.7% |