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 | $130,255 | $57,281+127.4% | $86,612+50.4% | $75,163+73.3% |
| Participation rate | 34.4% | 63.2%-28.8pp | 71.7%-37.3pp | 67.2%-32.8pp |
| Annual return | 15.99% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $577 | $2,314-75.1% | $3,022-80.9% | $2,670-78.4% |
| Participant deferral / active EE | $1,872 | $3,318-43.6% | $4,438-57.8% | $4,125-54.6% |
| Admin fee / account holder | $1,274 | $4,112-69.0% | $5,614-77.3% | $5,651-77.5% |