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 | $146,293 | $65,409+123.7% | $98,442+48.6% | $85,850+70.4% |
| Participation rate | 44.0% | 65.0%-21.0pp | 73.3%-29.3pp | 69.3%-25.3pp |
| Annual return | 12.57% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,174 | $2,168-45.8% | $2,960-60.3% | $2,565-54.2% |
| Participant deferral / active EE | $4,141 | $3,166+30.8% | $4,276-3.2% | $3,952+4.8% |
| Admin fee / account holder | $3,205 | $4,593-30.2% | $5,949-46.1% | $6,260-48.8% |