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 | $129,269 | $65,409+97.6% | $98,442+31.3% | $85,850+50.6% |
| Participation rate | 61.5% | 65.0%-3.5pp | 73.3%-11.8pp | 69.3%-7.8pp |
| Annual return | 13.53% | 21.76%-8.2pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,192 | $2,168-45.0% | $2,960-59.7% | $2,565-53.5% |
| Participant deferral / active EE | $2,703 | $3,166-14.6% | $4,276-36.8% | $3,952-31.6% |
| Admin fee / account holder | $16,270 | $4,593+254.3% | $5,949+173.5% | $6,260+159.9% |