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 | $148,669 | $83,902+77.2% | $167,512-11.2% | $84,808+75.3% |
| Participation rate | 34.8% | 66.5%-31.7pp | 77.1%-42.3pp | 68.3%-33.5pp |
| Annual return | 16.88% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $893 | $2,264-60.5% | $3,882-77.0% | $2,631-66.0% |
| Participant deferral / active EE | $2,428 | $4,442-45.4% | $6,405-62.1% | $4,212-42.4% |
| Admin fee / account holder | $9,335 | $7,915+17.9% | $9,769-4.4% | $7,344+27.1% |