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 | $127,940 | $96,635+32.4% | $86,612+47.7% | $139,434-8.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.66% | 106.41%-82.8pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,275 | $3,263-30.3% | $3,022-24.7% | $4,751-52.1% |
| Participant deferral / active EE | $3,190 | $4,836-34.0% | $4,438-28.1% | $6,710-52.5% |
| Admin fee / account holder | $4,596 | $6,408-28.3% | $5,614-18.1% | $11,403-59.7% |