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 | $140,363 | $121,625+15.4% | $104,607+34.2% | $158,922-11.7% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 16.23% | 465.26%-449.0pp | 340.46%-324.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,930 | $3,163-39.0% | $2,681-28.0% | $4,761-59.5% |
| Participant deferral / active EE | $7,275 | $4,177+74.2% | $3,740+94.5% | $5,982+21.6% |
| Admin fee / account holder | $820 | $7,787-89.5% | $6,473-87.3% | $11,246-92.7% |