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 | $239,650 | $80,812+196.6% | $160,784+49.1% | $82,448+190.7% |
| Participation rate | 68.0% | 66.2%+1.8pp | 77.0%-9.0pp | 68.1%-0.1pp |
| Annual return | 16.23% | 100.59%-84.4pp | 1803.92%-1787.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,731 | $2,174-20.4% | $3,733-53.6% | $2,551-32.1% |
| Participant deferral / active EE | $6,691 | $4,335+54.3% | $6,293+6.3% | $4,139+61.6% |
| Admin fee / account holder | $22,404 | $7,695+191.1% | $9,717+130.6% | $7,234+209.7% |