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 | $103,900 | $57,281+81.4% | $86,612+20.0% | $75,163+38.2% |
| Participation rate | 51.2% | 63.2%-12.0pp | 71.7%-20.5pp | 67.2%-16.0pp |
| Annual return | 18.97% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,426 | $2,314-38.4% | $3,022-52.8% | $2,670-46.6% |
| Participant deferral / active EE | $2,886 | $3,318-13.0% | $4,438-35.0% | $4,125-30.0% |
| Admin fee / account holder | $23,351 | $4,112+467.9% | $5,614+315.9% | $5,651+313.2% |