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 | $154,595 | $70,756+118.5% | $65,493+136.0% | $142,382+8.6% |
| Participation rate | 36.4% | 77.4%-41.0pp | 73.1%-36.7pp | 80.1%-43.8pp |
| Annual return | 18.55% | 1754.89%-1736.3pp | 982.45%-963.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,860 | $2,881-35.4% | $2,574-27.7% | $4,299-56.7% |
| Participant deferral / active EE | $4,043 | $4,637-12.8% | $3,961+2.1% | $6,507-37.9% |
| Admin fee / account holder | $2,280 | $6,559-65.2% | $5,028-54.7% | $12,624-81.9% |