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 | $162,901 | $99,020+64.5% | $86,590+88.1% | $147,584+10.4% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 15.41% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,298 | $3,132-58.5% | $2,839-54.3% | $4,876-73.4% |
| Participant deferral / active EE | $4,302 | $3,972+8.3% | $3,609+19.2% | $5,439-20.9% |
| Admin fee / account holder | $11,310 | $5,710+98.1% | $4,906+130.5% | $10,885+3.9% |