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 | $81,074 | $57,281+41.5% | $86,612-6.4% | $75,163+7.9% |
| Participation rate | 43.6% | 63.2%-19.6pp | 71.7%-28.1pp | 67.2%-23.6pp |
| Annual return | 14.72% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,512 | $2,314-34.7% | $3,022-50.0% | $2,670-43.4% |
| Participant deferral / active EE | $4,975 | $3,318+49.9% | $4,438+12.1% | $4,125+20.6% |
| Admin fee / account holder | $2,243 | $4,112-45.4% | $5,614-60.0% | $5,651-60.3% |