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 | $167,138 | $73,515+127.4% | $62,995+165.3% | $147,584+13.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 15.39% | 175.43%-160.0pp | 87.57%-72.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,991 | $3,320-40.0% | $2,759-27.8% | $4,876-59.2% |
| Participant deferral / active EE | $5,221 | $4,185+24.8% | $3,329+56.8% | $5,439-4.0% |
| Admin fee / account holder | $874 | $5,953-85.3% | $3,600-75.7% | $10,885-92.0% |