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 | $99,034 | $65,409+51.4% | $98,442+0.6% | $85,850+15.4% |
| Participation rate | 48.3% | 65.0%-16.7pp | 73.3%-25.1pp | 69.3%-21.0pp |
| Annual return | 18.64% | 21.76%-3.1pp | 1492.73%-1474.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $4,541 | $2,168+109.5% | $2,960+53.4% | $2,565+77.0% |
| Participant deferral / active EE | $11,119 | $3,166+251.2% | $4,276+160.0% | $3,952+181.4% |
| Admin fee / account holder | $12,836 | $4,593+179.5% | $5,949+115.8% | $6,260+105.1% |