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 | $130,210 | $65,561+98.6% | $86,188+51.1% | $75,163+73.2% |
| Participation rate | 43.8% | 60.5%-16.7pp | 69.0%-25.2pp | 67.2%-23.4pp |
| Annual return | 30.19% | 46.05%-15.9pp | 1168.45%-1138.3pp | 160.62%-130.4pp |
| Employer contribution / active EE | $791 | $1,553-49.1% | $2,380-66.8% | $2,670-70.4% |
| Participant deferral / active EE | $1,457 | $3,024-51.8% | $3,985-63.4% | $4,125-64.7% |
| Admin fee / account holder | $21,176 | $5,474+286.9% | $6,852+209.1% | $5,651+274.7% |