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 | $101,186 | $102,604-1.4% | $86,188+17.4% | $139,434-27.4% |
| Participation rate | 52.6% | 74.5%-21.9pp | 69.0%-16.3pp | 80.3%-27.7pp |
| Annual return | 17.06% | 1922.51%-1905.4pp | 1168.45%-1151.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,367 | $3,032-54.9% | $2,380-42.5% | $4,751-71.2% |
| Participant deferral / active EE | $1,908 | $4,676-59.2% | $3,985-52.1% | $6,710-71.6% |
| Admin fee / account holder | $19,455 | $8,657+124.7% | $6,852+183.9% | $11,403+70.6% |