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 | $112,348 | $176,662-36.4% | $130,648-14.0% | $152,861-26.5% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.4%-62.4pp |
| Annual return | 16.47% | 2692.24%-2675.8pp | 1708.96%-1692.5pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,063 | $5,742-81.5% | $4,092-74.0% | $4,762-77.7% |
| Participant deferral / active EE | $3,800 | $4,361-12.9% | $3,603+5.5% | $5,850-35.0% |
| Admin fee / account holder | $1,330 | $7,133-81.4% | $5,464-75.7% | $11,596-88.5% |