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 5-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 | $131,173 | $76,738+70.9% | $56,411+132.5% | $145,922-10.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 10.99% | 2994.23%-2983.2pp | 1701.33%-1690.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $700 | $1,380-49.3% | $1,039-32.6% | $4,660-85.0% |
| Participant deferral / active EE | $11,500 | $2,623+338.5% | $1,952+489.2% | $6,688+72.0% |
| Admin fee / account holder | $1,995 | $3,334-40.2% | $2,829-29.5% | $13,397-85.1% |