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 | $136,170 | $110,502+23.2% | $80,716+68.7% | $167,490-18.7% |
| Participation rate | 56.5% | 64.0%-7.4pp | 54.2%+2.4pp | 82.1%-25.6pp |
| Annual return | 14.37% | 120.54%-106.2pp | 87.28%-72.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,772 | $2,871+66.2% | $2,146+122.4% | $6,341-24.7% |
| Admin fee / account holder | $23,558 | $4,545+418.4% | $3,380+597.0% | $12,309+91.4% |