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 | $209,045 | $106,890+95.6% | $84,015+148.8% | $152,861+36.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.4%-57.4pp |
| Annual return | 11.51% | 104.99%-93.5pp | 71.31%-59.8pp | 345.32%-333.8pp |
| Employer contribution / active EE | $2,071 | $2,734-24.2% | $1,983+4.4% | $4,762-56.5% |
| Participant deferral / active EE | $5,434 | $4,011+35.5% | $3,239+67.8% | $5,850-7.1% |
| Admin fee / account holder | $328 | $8,285-96.0% | $6,101-94.6% | $11,596-97.2% |