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 | $121,001 | $76,738+57.7% | $56,411+114.5% | $145,922-17.1% |
| Participation rate | 34.8% | 63.2%-28.4pp | 52.5%-17.7pp | 80.3%-45.5pp |
| Annual return | 14.89% | 2994.23%-2979.3pp | 1701.33%-1686.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $682 | $1,380-50.6% | $1,039-34.3% | $4,660-85.4% |
| Participant deferral / active EE | $2,140 | $2,623-18.4% | $1,952+9.6% | $6,688-68.0% |
| Admin fee / account holder | $4,184 | $3,334+25.5% | $2,829+47.9% | $13,397-68.8% |