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 | $100,629 | $58,694+71.4% | $142,863-29.6% | $85,850+17.2% |
| Participation rate | 57.1% | 58.5%-1.3pp | 71.9%-14.8pp | 69.3%-12.2pp |
| Annual return | 17.40% | 27.72%-10.3pp | 5637.54%-5620.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,633 | $1,423+14.8% | $4,144-60.6% | $2,565-36.3% |
| Participant deferral / active EE | $6,299 | $2,607+141.6% | $3,837+64.1% | $3,952+59.4% |
| Admin fee / account holder | $1,907 | $4,239-55.0% | $6,560-70.9% | $6,260-69.5% |