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 | $151,023 | $105,998+42.5% | $92,233+63.7% | $147,584+2.3% |
| Participation rate | 35.3% | 80.4%-45.1pp | 76.5%-41.2pp | 82.8%-47.5pp |
| Annual return | 16.60% | 50.05%-33.4pp | 176.28%-159.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,052 | $4,333-75.7% | $3,679-71.4% | $4,876-78.4% |
| Participant deferral / active EE | $3,375 | $4,478-24.6% | $3,897-13.4% | $5,439-37.9% |
| Admin fee / account holder | $1,303 | $6,332-79.4% | $5,194-74.9% | $10,885-88.0% |