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 5-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 | $136,181 | $70,756+92.5% | $65,493+107.9% | $142,382-4.4% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.1%-60.1pp |
| Annual return | 19.24% | 1754.89%-1735.7pp | 982.45%-963.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $328 | $2,881-88.6% | $2,574-87.3% | $4,299-92.4% |
| Participant deferral / active EE | $3,505 | $4,637-24.4% | $3,961-11.5% | $6,507-46.1% |
| Admin fee / account holder | $1,250 | $6,559-80.9% | $5,028-75.1% | $12,624-90.1% |