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 | $124,209 | $63,346+96.1% | $92,233+34.7% | $70,131+77.1% |
| Participation rate | 57.4% | 68.7%-11.2pp | 76.5%-19.0pp | 69.5%-12.1pp |
| Annual return | 15.99% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $600 | $2,471-75.7% | $3,679-83.7% | $2,342-74.4% |
| Participant deferral / active EE | $3,924 | $2,854+37.5% | $3,897+0.7% | $3,332+17.8% |
| Admin fee / account holder | $10,893 | $3,840+183.7% | $5,194+109.7% | $4,645+134.5% |