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 | $119,373 | $63,346+88.4% | $92,233+29.4% | $70,131+70.2% |
| Participation rate | 28.8% | 68.7%-39.9pp | 76.5%-47.7pp | 69.5%-40.7pp |
| Annual return | 18.92% | 530.12%-511.2pp | 176.28%-157.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,138 | $2,471-54.0% | $3,679-69.1% | $2,342-51.4% |
| Participant deferral / active EE | $2,312 | $2,854-19.0% | $3,897-40.7% | $3,332-30.6% |
| Admin fee / account holder | $34,103 | $3,840+788.1% | $5,194+556.7% | $4,645+634.1% |