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 | $111,178 | $55,415+100.6% | $155,509-28.5% | $74,495+49.2% |
| Participation rate | 41.3% | 61.9%-20.6pp | 78.2%-36.9pp | 67.2%-25.9pp |
| Annual return | 11.28% | 268.50%-257.2pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,108 | $2,267-51.1% | $4,672-76.3% | $2,623-57.8% |
| Participant deferral / active EE | $1,944 | $2,836-31.4% | $5,626-65.4% | $4,346-55.3% |
| Admin fee / account holder | $6,609 | $1,738+280.2% | $15,912-58.5% | $1,942+240.4% |