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 | $128,022 | $98,750+29.6% | $149,696-14.5% | $79,858+60.3% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.5%-18.6pp | 69.6%-5.7pp |
| Annual return | 242.65% | 27.43%+215.2pp | 276.60%-34.0pp | 31.71%+210.9pp |
| Employer contribution / active EE | $1,778 | $3,216-44.7% | $4,644-61.7% | $2,471-28.1% |
| Participant deferral / active EE | $5,265 | $5,680-7.3% | $6,842-23.1% | $3,740+40.8% |
| Admin fee / account holder | $3,447 | $6,053-43.0% | $9,309-63.0% | $5,306-35.0% |