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 | $93,480 | $109,327-14.5% | $89,391+4.6% | $158,922-41.2% |
| Participation rate | 68.4% | 74.3%-5.8pp | 68.0%+0.4pp | 82.0%-13.5pp |
| Annual return | 12.18% | 345.68%-333.5pp | 245.62%-233.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,683 | $3,170-46.9% | $2,586-34.9% | $4,761-64.7% |
| Participant deferral / active EE | $5,936 | $4,598+29.1% | $3,890+52.6% | $5,982-0.8% |
| Admin fee / account holder | $13,821 | $6,153+124.6% | $4,881+183.1% | $11,246+22.9% |