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 | $104,669 | $108,642-3.7% | $74,701+40.1% | $152,861-31.5% |
| Participation rate | 26.7% | 65.3%-38.7pp | 54.5%-27.8pp | 82.4%-55.8pp |
| Annual return | 19.99% | 114.06%-94.1pp | 752.92%-732.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,101 | $1,503-26.7% | $1,084+1.6% | $4,762-76.9% |
| Participant deferral / active EE | $3,949 | $2,712+45.6% | $1,964+101.1% | $5,850-32.5% |
| Admin fee / account holder | $6,095 | $4,902+24.3% | $3,333+82.9% | $11,596-47.4% |