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 | $105,268 | $34,934+201.3% | $56,411+86.6% | $74,495+41.3% |
| Participation rate | 24.5% | 32.8%-8.3pp | 52.5%-27.9pp | 67.2%-42.7pp |
| Annual return | 24.63% | 25.94%-1.3pp | 1701.33%-1676.7pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,154 | $1,170-1.4% | $1,952-40.9% | $4,346-73.4% |
| Admin fee / account holder | $6,231 | $2,364+163.6% | $2,829+120.3% | $1,942+220.9% |