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 | $157,795 | $96,635+63.3% | $86,612+82.2% | $139,434+13.2% |
| Participation rate | 47.8% | 74.4%-26.6pp | 71.7%-23.9pp | 80.3%-32.5pp |
| Annual return | 14.37% | 106.41%-92.0pp | 591.07%-576.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,034 | $3,263-37.7% | $3,022-32.7% | $4,751-57.2% |
| Participant deferral / active EE | $5,470 | $4,836+13.1% | $4,438+23.3% | $6,710-18.5% |
| Admin fee / account holder | $19,650 | $6,408+206.7% | $5,614+250.0% | $11,403+72.3% |