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 | $156,153 | $185,200-15.7% | $142,863+9.3% | $167,490-6.8% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 11.15% | 8555.70%-8544.6pp | 5637.54%-5626.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $335 | $5,604-94.0% | $4,144-91.9% | $4,837-93.1% |
| Participant deferral / active EE | $7,585 | $4,494+68.8% | $3,837+97.7% | $6,341+19.6% |
| Admin fee / account holder | $3,043 | $8,031-62.1% | $6,560-53.6% | $12,309-75.3% |