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 | $103,409 | $30,400+240.2% | $53,898+91.9% | $84,808+21.9% |
| Participation rate | 55.6% | 46.4%+9.1pp | 55.0%+0.6pp | 68.3%-12.8pp |
| Annual return | 17.49% | 500.19%-482.7pp | 528.60%-511.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,540 | $603+155.5% | $932+65.2% | $2,631-41.5% |
| Participant deferral / active EE | $2,779 | $1,199+131.8% | $1,826+52.1% | $4,212-34.0% |
| Admin fee / account holder | $3,004 | $1,993+50.7% | $2,491+20.6% | $7,344-59.1% |