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 | $65,877 | $57,281+15.0% | $86,612-23.9% | $75,163-12.4% |
| Participation rate | 47.1% | 63.2%-16.1pp | 71.7%-24.6pp | 67.2%-20.1pp |
| Annual return | 19.63% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,112 | $2,314-51.9% | $3,022-63.2% | $2,670-58.3% |
| Participant deferral / active EE | $1,782 | $3,318-46.3% | $4,438-59.8% | $4,125-56.8% |
| Admin fee / account holder | $1,421 | $4,112-65.4% | $5,614-74.7% | $5,651-74.8% |