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 | $97,615 | $102,382-4.7% | $147,005-33.6% | $80,874+20.7% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.2%-16.6pp | 67.6%-2.1pp |
| Annual return | 12.00% | 134.89%-122.9pp | 418.76%-406.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $6,838 | $3,715+84.1% | $4,934+38.6% | $2,756+148.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,935 | $7,942+12.5% | $13,006-31.3% | $6,935+28.8% |