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 | $85,725 | $156,846-45.3% | $121,098-29.2% | $139,434-38.5% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 18.68% | 1474.56%-1455.9pp | 985.75%-967.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $789 | $5,536-85.7% | $4,164-81.1% | $4,751-83.4% |
| Participant deferral / active EE | $709 | $4,844-85.4% | $4,080-82.6% | $6,710-89.4% |
| Admin fee / account holder | $318 | $6,946-95.4% | $5,644-94.4% | $11,403-97.2% |