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 | $185,599 | $109,327+69.8% | $89,391+107.6% | $158,922+16.8% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.0%-4.3pp | 82.0%-18.3pp |
| Annual return | 18.08% | 345.68%-327.6pp | 245.62%-227.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $428 | $3,170-86.5% | $2,586-83.5% | $4,761-91.0% |
| Participant deferral / active EE | $912 | $4,598-80.2% | $3,890-76.6% | $5,982-84.8% |
| Admin fee / account holder | $16,973 | $6,153+175.9% | $4,881+247.7% | $11,246+50.9% |