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 | $90,060 | $49,173+83.2% | $121,098-25.6% | $75,163+19.8% |
| Participation rate | 37.7% | 55.4%-17.7pp | 69.5%-31.8pp | 67.2%-29.5pp |
| Annual return | 16.94% | 55.99%-39.1pp | 985.75%-968.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,275 | $1,546-17.5% | $4,164-69.4% | $2,670-52.2% |
| Participant deferral / active EE | $3,246 | $2,628+23.5% | $4,080-20.4% | $4,125-21.3% |
| Admin fee / account holder | $1,694 | $3,942-57.0% | $5,644-70.0% | $5,651-70.0% |