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 | $244,094 | $100,852+142.0% | $90,404+170.0% | $158,922+53.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 11.07% | 1724.20%-1713.1pp | 1293.02%-1281.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $780 | $3,689-78.9% | $3,262-76.1% | $4,761-83.6% |
| Participant deferral / active EE | $3,900 | $4,348-10.3% | $3,963-1.6% | $5,982-34.8% |
| Admin fee / account holder | $4,913 | $6,501-24.4% | $5,611-12.4% | $11,246-56.3% |