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 | $138,128 | $90,348+52.9% | $75,972+81.8% | $145,922-5.3% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 13.37% | 620.88%-607.5pp | 359.55%-346.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,284 | $3,311-31.0% | $2,685-14.9% | $4,660-51.0% |
| Participant deferral / active EE | $3,067 | $5,162-40.6% | $4,255-27.9% | $6,688-54.1% |
| Admin fee / account holder | $2,902 | $8,467-65.7% | $6,467-55.1% | $13,397-78.3% |