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 | $149,568 | $96,305+55.3% | $80,569+85.6% | $139,434+7.3% |
| Participation rate | 55.0% | 73.6%-18.6pp | 67.0%-12.0pp | 80.3%-25.3pp |
| Annual return | 23.07% | 1350.08%-1327.0pp | 935.43%-912.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,556 | $3,262-52.3% | $2,723-42.9% | $4,751-67.3% |
| Participant deferral / active EE | $3,810 | $5,232-27.2% | $4,447-14.3% | $6,710-43.2% |
| Admin fee / account holder | $8,397 | $6,599+27.3% | $5,377+56.2% | $11,403-26.4% |