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 | $114,210 | $49,173+132.3% | $121,098-5.7% | $75,163+51.9% |
| Participation rate | 26.6% | 55.4%-28.8pp | 69.5%-42.9pp | 67.2%-40.6pp |
| Annual return | 16.44% | 55.99%-39.5pp | 985.75%-969.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,140 | $1,546-26.2% | $4,164-72.6% | $2,670-57.3% |
| Participant deferral / active EE | $2,773 | $2,628+5.5% | $4,080-32.0% | $4,125-32.8% |
| Admin fee / account holder | $9,026 | $3,942+129.0% | $5,644+59.9% | $5,651+59.7% |