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 | $91,742 | $232,540-60.5% | $185,117-50.4% | $147,584-37.8% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | 10.26% | 43.03%-32.8pp | 40.50%-30.2pp | 578.55%-568.3pp |
| Employer contribution / active EE | $9,960 | $5,195+91.7% | $4,182+138.2% | $4,876+104.2% |
| Participant deferral / active EE | $6,407 | $5,834+9.8% | $5,045+27.0% | $5,439+17.8% |
| Admin fee / account holder | $8,129 | $10,275-20.9% | $8,159-0.4% | $10,885-25.3% |