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 | $122,462 | $102,966+18.9% | $90,281+35.6% | $152,861-19.9% |
| Participation rate | 47.8% | 75.9%-28.0pp | 73.3%-25.4pp | 82.4%-34.6pp |
| Annual return | 38.72% | 95.16%-56.4pp | 78.10%-39.4pp | 345.32%-306.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,018 | $4,281-52.9% | $3,885-48.1% | $5,850-65.5% |
| Admin fee / account holder | $8,781 | $6,171+42.3% | $5,351+64.1% | $11,596-24.3% |