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 | $172,644 | $65,409+163.9% | $98,442+75.4% | $85,850+101.1% |
| Participation rate | 53.6% | 65.0%-11.4pp | 73.3%-19.8pp | 69.3%-15.7pp |
| Annual return | 17.61% | 21.76%-4.1pp | 1492.73%-1475.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,177 | $2,168-45.7% | $2,960-60.2% | $2,565-54.1% |
| Participant deferral / active EE | $3,179 | $3,166+0.4% | $4,276-25.7% | $3,952-19.6% |
| Admin fee / account holder | $11,442 | $4,593+149.1% | $5,949+92.3% | $6,260+82.8% |