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 | $115,558 | $30,400+280.1% | $53,898+114.4% | $84,808+36.3% |
| Participation rate | 57.7% | 46.4%+11.3pp | 55.0%+2.8pp | 68.3%-10.6pp |
| Annual return | 15.18% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,140 | $603+89.1% | $932+22.3% | $2,631-56.7% |
| Participant deferral / active EE | $2,536 | $1,199+111.5% | $1,826+38.8% | $4,212-39.8% |
| Admin fee / account holder | $10,275 | $1,993+415.5% | $2,491+312.5% | $7,344+39.9% |