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 | $121,850 | $74,888+62.7% | $71,209+71.1% | $142,382-14.4% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.1%-17.0pp |
| Annual return | 15.95% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,413 | $2,854-50.5% | $2,721-48.1% | $4,299-67.1% |
| Participant deferral / active EE | $6,520 | $4,454+46.4% | $4,175+56.2% | $6,507+0.2% |
| Admin fee / account holder | $776 | $5,568-86.1% | $5,349-85.5% | $12,624-93.9% |