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 | $210,845 | $104,907+101.0% | $84,611+149.2% | $152,861+37.9% |
| Participation rate | 45.5% | 74.8%-29.4pp | 68.2%-22.8pp | 82.4%-37.0pp |
| Annual return | 21.56% | 373.79%-352.2pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,439 | $3,302-56.4% | $2,652-45.8% | $4,762-69.8% |
| Participant deferral / active EE | $3,150 | $4,688-32.8% | $3,899-19.2% | $5,850-46.2% |
| Admin fee / account holder | $13,729 | $6,241+120.0% | $4,912+179.5% | $11,596+18.4% |