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 | $140,878 | $99,020+42.3% | $86,590+62.7% | $147,584-4.5% |
| Participation rate | 47.4% | 76.3%-29.0pp | 73.5%-26.2pp | 82.8%-35.5pp |
| Annual return | 12.83% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,270 | $3,132-59.5% | $2,839-55.3% | $4,876-74.0% |
| Participant deferral / active EE | $4,101 | $3,972+3.2% | $3,609+13.6% | $5,439-24.6% |
| Admin fee / account holder | $2,568 | $5,710-55.0% | $4,906-47.6% | $10,885-76.4% |