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 | $113,263 | $84,695+33.7% | $73,843+53.4% | $125,391-9.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 21.58% | 3123.53%-3101.9pp | 2267.84%-2246.3pp | 282.22%-260.6pp |
| Employer contribution / active EE | $812 | $3,123-74.0% | $2,787-70.9% | $4,866-83.3% |
| Participant deferral / active EE | $1,331 | $3,992-66.7% | $3,583-62.9% | $5,352-75.1% |
| Admin fee / account holder | $1,618 | $5,691-71.6% | $4,880-66.8% | $9,540-83.0% |