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 | $160,272 | $60,124+166.6% | $90,404+77.3% | $79,858+100.7% |
| Participation rate | 60.5% | 65.0%-4.5pp | 72.7%-12.2pp | 69.6%-9.2pp |
| Annual return | 13.00% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $657 | $2,068-68.2% | $3,262-79.9% | $2,471-73.4% |
| Participant deferral / active EE | $3,869 | $2,938+31.7% | $3,963-2.4% | $3,740+3.4% |
| Admin fee / account holder | $3,603 | $3,976-9.4% | $5,611-35.8% | $5,306-32.1% |