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 | $167,669 | $81,625+105.4% | $58,482+186.7% | $139,434+20.2% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 10.57% | 7404.20%-7393.6pp | 4239.32%-4228.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $263 | $1,398-81.2% | $1,053-75.0% | $4,751-94.5% |
| Participant deferral / active EE | $701 | $2,557-72.6% | $1,924-63.6% | $6,710-89.6% |
| Admin fee / account holder | $4,499 | $3,265+37.8% | $2,516+78.8% | $11,403-60.5% |