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 | $56,187 | $149,040-62.3% | $120,225-53.3% | $137,256-59.1% |
| Participation rate | 58.3% | 75.4%-17.1pp | 69.6%-11.2pp | 80.0%-21.6pp |
| Annual return | 16.92% | 605.68%-588.8pp | 439.23%-422.3pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,181 | $4,350-72.8% | $3,475-66.0% | $4,156-71.6% |
| Participant deferral / active EE | $8,001 | $4,655+71.9% | $3,999+100.1% | $6,407+24.9% |
| Admin fee / account holder | $16,710 | $6,348+163.3% | $5,696+193.4% | $12,270+36.2% |