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 | $101,187 | $90,348+12.0% | $75,972+33.2% | $145,922-30.7% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 11.62% | 620.88%-609.3pp | 359.55%-347.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,355 | $3,311-28.9% | $2,685-12.3% | $4,660-49.5% |
| Participant deferral / active EE | $6,577 | $5,162+27.4% | $4,255+54.6% | $6,688-1.7% |
| Admin fee / account holder | $924 | $8,467-89.1% | $6,467-85.7% | $13,397-93.1% |