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 | $132,506 | $108,642+22.0% | $74,701+77.4% | $152,861-13.3% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 25.43% | 114.06%-88.6pp | 752.92%-727.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,454 | $1,503+63.3% | $1,084+126.5% | $4,762-48.5% |
| Participant deferral / active EE | $4,768 | $2,712+75.8% | $1,964+142.8% | $5,850-18.5% |
| Admin fee / account holder | $22,917 | $4,902+367.5% | $3,333+587.6% | $11,596+97.6% |