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 | $99,251 | $60,124+65.1% | $90,404+9.8% | $79,858+24.3% |
| Participation rate | 29.4% | 65.0%-35.6pp | 72.7%-43.3pp | 69.6%-40.2pp |
| Annual return | 13.46% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,458 | $2,938-50.4% | $3,963-63.2% | $3,740-61.0% |
| Admin fee / account holder | $5,798 | $3,976+45.8% | $5,611+3.3% | $5,306+9.3% |