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 | $179,964 | $100,852+78.4% | $90,404+99.1% | $158,922+13.2% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 12.33% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $452 | $3,689-87.7% | $3,262-86.1% | $4,761-90.5% |
| Participant deferral / active EE | $3,908 | $4,348-10.1% | $3,963-1.4% | $5,982-34.7% |
| Admin fee / account holder | $2,090 | $6,501-67.8% | $5,611-62.7% | $11,246-81.4% |