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 | $113,451 | $65,409+73.4% | $98,442+15.2% | $85,850+32.2% |
| Participation rate | 34.5% | 65.0%-30.5pp | 73.3%-38.8pp | 69.3%-34.8pp |
| Annual return | 12.58% | 21.76%-9.2pp | 1492.73%-1480.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $679 | $2,168-68.7% | $2,960-77.1% | $2,565-73.5% |
| Participant deferral / active EE | $1,904 | $3,166-39.9% | $4,276-55.5% | $3,952-51.8% |
| Admin fee / account holder | $7,771 | $4,593+69.2% | $5,949+30.6% | $6,260+24.1% |