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 | $135,215 | $53,516+152.7% | $126,539+6.9% | $84,808+59.4% |
| Participation rate | 56.7% | 58.2%-1.6pp | 69.8%-13.2pp | 68.3%-11.6pp |
| Annual return | 14.41% | 58.34%-43.9pp | 425.95%-411.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,326 | $1,535-13.6% | $3,674-63.9% | $2,631-49.6% |
| Participant deferral / active EE | $4,141 | $2,671+55.1% | $4,083+1.4% | $4,212-1.7% |
| Admin fee / account holder | $30,951 | $4,497+588.3% | $6,065+410.4% | $7,344+321.5% |