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 | $199,681 | $76,738+160.2% | $56,411+254.0% | $145,922+36.8% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 11.75% | 2994.23%-2982.5pp | 1701.33%-1689.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,090 | $1,380-21.0% | $1,039+4.9% | $4,660-76.6% |
| Participant deferral / active EE | $3,340 | $2,623+27.4% | $1,952+71.1% | $6,688-50.1% |
| Admin fee / account holder | $1,387 | $3,334-58.4% | $2,829-51.0% | $13,397-89.6% |