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 | $170,712 | $83,902+103.5% | $167,512+1.9% | $84,808+101.3% |
| Participation rate | 43.1% | 66.5%-23.4pp | 77.1%-34.0pp | 68.3%-25.2pp |
| Annual return | 16.06% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,963 | $2,264-13.3% | $3,882-49.4% | $2,631-25.4% |
| Participant deferral / active EE | $4,258 | $4,442-4.2% | $6,405-33.5% | $4,212+1.1% |
| Admin fee / account holder | $20,488 | $7,915+158.9% | $9,769+109.7% | $7,344+179.0% |