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 | $146,729 | $102,966+42.5% | $90,281+62.5% | $152,861-4.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 13.59% | 95.16%-81.6pp | 78.10%-64.5pp | 345.32%-331.7pp |
| Employer contribution / active EE | $820 | $3,139-73.9% | $2,854-71.3% | $4,762-82.8% |
| Participant deferral / active EE | $2,198 | $4,281-48.7% | $3,885-43.4% | $5,850-62.4% |
| Admin fee / account holder | $12,773 | $6,171+107.0% | $5,351+138.7% | $11,596+10.1% |