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 | $119,933 | $102,604+16.9% | $86,188+39.2% | $139,434-14.0% |
| Participation rate | 31.3% | 74.5%-43.2pp | 69.0%-37.7pp | 80.3%-49.1pp |
| Annual return | 16.18% | 1922.51%-1906.3pp | 1168.45%-1152.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $676 | $3,032-77.7% | $2,380-71.6% | $4,751-85.8% |
| Participant deferral / active EE | $4,285 | $4,676-8.4% | $3,985+7.5% | $6,710-36.1% |
| Admin fee / account holder | $476 | $8,657-94.5% | $6,852-93.1% | $11,403-95.8% |