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 | $125,039 | $102,604+21.9% | $86,188+45.1% | $139,434-10.3% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 14.73% | 1922.51%-1907.8pp | 1168.45%-1153.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $685 | $3,032-77.4% | $2,380-71.2% | $4,751-85.6% |
| Participant deferral / active EE | $2,645 | $4,676-43.4% | $3,985-33.6% | $6,710-60.6% |
| Admin fee / account holder | $2,193 | $8,657-74.7% | $6,852-68.0% | $11,403-80.8% |