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 | $109,308 | $49,922+119.0% | $80,569+35.7% | $75,163+45.4% |
| Participation rate | 15.1% | 55.3%-40.3pp | 67.0%-51.9pp | 67.2%-52.1pp |
| Annual return | 42.62% | 34.69%+7.9pp | 935.43%-892.8pp | 160.62%-118.0pp |
| Employer contribution / active EE | $731 | $1,698-56.9% | $2,723-73.1% | $2,670-72.6% |
| Participant deferral / active EE | $1,294 | $2,990-56.7% | $4,447-70.9% | $4,125-68.6% |
| Admin fee / account holder | $6,100 | $3,577+70.5% | $5,377+13.4% | $5,651+7.9% |