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 | $141,472 | $99,079+42.8% | $77,999+81.4% | $273,961-48.4% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.5%-10.5pp | 83.0%-18.0pp |
| Annual return | 6.74% | 217.93%-211.2pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,494 | $3,308-54.8% | $2,470-39.5% | $4,869-69.3% |
| Participant deferral / active EE | $4,555 | $4,306+5.8% | $3,497+30.3% | $5,287-13.8% |
| Admin fee / account holder | $1,029 | $8,954-88.5% | $5,480-81.2% | $10,132-89.8% |