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 | $111,634 | $65,409+70.7% | $98,442+13.4% | $85,850+30.0% |
| Participation rate | 26.4% | 65.0%-38.6pp | 73.3%-46.9pp | 69.3%-42.9pp |
| Annual return | 12.93% | 21.76%-8.8pp | 1492.73%-1479.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $896 | $2,168-58.7% | $2,960-69.7% | $2,565-65.1% |
| Participant deferral / active EE | $1,810 | $3,166-42.8% | $4,276-57.7% | $3,952-54.2% |
| Admin fee / account holder | $1,063 | $4,593-76.9% | $5,949-82.1% | $6,260-83.0% |