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 | $109,106 | $203,436-46.4% | $152,466-28.4% | $167,490-34.9% |
| Participation rate | 61.5% | 82.3%-20.8pp | 78.2%-16.7pp | 82.1%-20.6pp |
| Annual return | 18.10% | 13.80%+4.3pp | 757.33%-739.2pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,411 | $5,220-53.8% | $4,327-44.3% | $4,837-50.2% |
| Participant deferral / active EE | $5,855 | $6,716-12.8% | $5,820+0.6% | $6,341-7.7% |
| Admin fee / account holder | $481 | $22,506-97.9% | $15,805-97.0% | $12,309-96.1% |