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 | $207,387 | $105,998+95.7% | $92,233+124.9% | $147,584+40.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 20.23% | 50.05%-29.8pp | 176.28%-156.0pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,566 | $4,333-63.9% | $3,679-57.4% | $4,876-67.9% |
| Participant deferral / active EE | $4,212 | $4,478-5.9% | $3,897+8.1% | $5,439-22.6% |
| Admin fee / account holder | $684 | $6,332-89.2% | $5,194-86.8% | $10,885-93.7% |