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 | $130,224 | $60,124+116.6% | $90,404+44.0% | $79,858+63.1% |
| Participation rate | 65.2% | 65.0%+0.2pp | 72.7%-7.5pp | 69.6%-4.4pp |
| Annual return | 11.52% | 71.94%-60.4pp | 1293.02%-1281.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,910 | $2,068-7.6% | $3,262-41.4% | $2,471-22.7% |
| Participant deferral / active EE | $3,999 | $2,938+36.1% | $3,963+0.9% | $3,740+6.9% |
| Admin fee / account holder | $2,115 | $3,976-46.8% | $5,611-62.3% | $5,306-60.1% |