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 | $154,354 | $102,317+50.9% | $146,958+5.0% | $80,856+90.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 15.31% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,755 | $3,713-25.8% | $4,933-44.2% | $2,7550% |
| Participant deferral / active EE | $3,093 | $6,644-53.4% | $8,070-61.7% | $4,296-28.0% |
| Admin fee / account holder | $3,731 | $7,941-53.0% | $12,998-71.3% | $6,918-46.1% |