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 | $117,509 | $108,642+8.2% | $74,701+57.3% | $152,861-23.1% |
| Participation rate | 22.2% | 65.3%-43.1pp | 54.5%-32.2pp | 82.4%-60.2pp |
| Annual return | 15.70% | 114.06%-98.4pp | 752.92%-737.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $692 | $1,503-53.9% | $1,084-36.1% | $4,762-85.5% |
| Participant deferral / active EE | $1,156 | $2,712-57.4% | $1,964-41.2% | $5,850-80.2% |
| Admin fee / account holder | $10,000 | $4,902+104.0% | $3,333+200.0% | $11,596-13.8% |