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 | $114,051 | $99,079+15.1% | $77,999+46.2% | $273,961-58.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 8.20% | 217.93%-209.7pp | 425.96%-417.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $5,108 | $3,308+54.4% | $2,470+106.8% | $4,869+4.9% |
| Participant deferral / active EE | $3,600 | $4,306-16.4% | $3,497+3.0% | $5,287-31.9% |
| Admin fee / account holder | $2,014 | $8,954-77.5% | $5,480-63.3% | $10,132-80.1% |