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 | $152,619 | $114,047+33.8% | $96,139+58.7% | $167,490-8.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 13.00% | 189.88%-176.9pp | 191.94%-178.9pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,463 | $3,427-57.3% | $2,797-47.7% | $4,837-69.8% |
| Participant deferral / active EE | $3,844 | $5,194-26.0% | $4,349-11.6% | $6,341-39.4% |
| Admin fee / account holder | $62,221 | $6,897+802.2% | $5,537+1023.8% | $12,309+405.5% |