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 | $142,870 | $155,788-8.3% | $124,672+14.6% | $167,490-14.7% |
| Participation rate | 44.4% | 81.1%-36.7pp | 74.6%-30.2pp | 82.1%-37.7pp |
| Annual return | 19.63% | 17.97%+1.7pp | 5142.93%-5123.3pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,342 | $4,163-67.8% | $3,324-59.6% | $4,837-72.3% |
| Participant deferral / active EE | $1,689 | $5,673-70.2% | $4,614-63.4% | $6,341-73.4% |
| Admin fee / account holder | $6,919 | $9,531-27.4% | $7,493-7.7% | $12,309-43.8% |