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 | $141,507 | $108,642+30.3% | $74,701+89.4% | $152,861-7.4% |
| Participation rate | 53.8% | 65.3%-11.5pp | 54.5%-0.6pp | 82.4%-28.6pp |
| Annual return | 24.07% | 114.06%-90.0pp | 752.92%-728.9pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,443 | $1,503-4.0% | $1,084+33.2% | $4,762-69.7% |
| Participant deferral / active EE | $4,344 | $2,712+60.1% | $1,964+121.2% | $5,850-25.8% |
| Admin fee / account holder | $2,254 | $4,902-54.0% | $3,333-32.4% | $11,596-80.6% |