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 | $116,166 | $65,561+77.2% | $86,188+34.8% | $75,163+54.6% |
| Participation rate | 42.1% | 60.5%-18.4pp | 69.0%-26.9pp | 67.2%-25.1pp |
| Annual return | 20.02% | 46.05%-26.0pp | 1168.45%-1148.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,000 | $1,553-35.6% | $2,380-58.0% | $2,670-62.5% |
| Participant deferral / active EE | $2,728 | $3,024-9.8% | $3,985-31.5% | $4,125-33.9% |
| Admin fee / account holder | $801 | $5,474-85.4% | $6,852-88.3% | $5,651-85.8% |