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 | $191,713 | $138,044+38.9% | $125,339+53.0% | $134,475+42.6% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -16.47% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,417 | $5,243-73.0% | $4,814-70.6% | $4,740-70.1% |
| Participant deferral / active EE | $4,654 | $7,799-40.3% | $7,446-37.5% | $6,400-27.3% |
| Admin fee / account holder | $823 | $11,571-92.9% | $10,010-91.8% | $11,426-92.8% |