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 | $187,089 | $96,305+94.3% | $80,569+132.2% | $139,434+34.2% |
| Participation rate | 28.6% | 73.6%-45.1pp | 67.0%-38.4pp | 80.3%-51.7pp |
| Annual return | 16.36% | 1350.08%-1333.7pp | 935.43%-919.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,072 | $3,262-67.1% | $2,723-60.6% | $4,751-77.4% |
| Participant deferral / active EE | $3,781 | $5,232-27.7% | $4,447-15.0% | $6,710-43.7% |
| Admin fee / account holder | $2,327 | $6,599-64.7% | $5,377-56.7% | $11,403-79.6% |