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 | $168,769 | $81,625+106.8% | $58,482+188.6% | $139,434+21.0% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 18.37% | 7404.20%-7385.8pp | 4239.32%-4220.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,120 | $1,398-19.9% | $1,053+6.4% | $4,751-76.4% |
| Participant deferral / active EE | $3,487 | $2,557+36.4% | $1,924+81.2% | $6,710-48.0% |
| Admin fee / account holder | $1,086 | $3,265-66.8% | $2,516-56.9% | $11,403-90.5% |