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 | $135,747 | $105,998+28.1% | $92,233+47.2% | $147,584-8.0% |
| Participation rate | 22.2% | 80.4%-58.2pp | 76.5%-54.3pp | 82.8%-60.6pp |
| Annual return | 18.72% | 50.05%-31.3pp | 176.28%-157.6pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,027 | $4,333-76.3% | $3,679-72.1% | $4,876-78.9% |
| Participant deferral / active EE | $2,079 | $4,478-53.6% | $3,897-46.7% | $5,439-61.8% |
| Admin fee / account holder | $892 | $6,332-85.9% | $5,194-82.8% | $10,885-91.8% |