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 | $130,199 | $90,348+44.1% | $75,972+71.4% | $145,922-10.8% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 9.15% | 620.88%-611.7pp | 359.55%-350.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,264 | $3,311-61.8% | $2,685-52.9% | $4,660-72.9% |
| Participant deferral / active EE | $4,340 | $5,162-15.9% | $4,255+2.0% | $6,688-35.1% |
| Admin fee / account holder | $2,431 | $8,467-71.3% | $6,467-62.4% | $13,397-81.9% |