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 | $136,462 | $53,516+155.0% | $126,539+7.8% | $84,808+60.9% |
| Participation rate | 49.4% | 58.2%-8.9pp | 69.8%-20.5pp | 68.3%-18.9pp |
| Annual return | 21.27% | 58.34%-37.1pp | 425.95%-404.7pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,122 | $1,535-26.9% | $3,674-69.5% | $2,631-57.4% |
| Participant deferral / active EE | $2,999 | $2,671+12.3% | $4,083-26.5% | $4,212-28.8% |
| Admin fee / account holder | $2,196 | $4,497-51.2% | $6,065-63.8% | $7,344-70.1% |