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 | $122,139 | $63,346+92.8% | $92,233+32.4% | $70,131+74.2% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 18.34% | 530.12%-511.8pp | 176.28%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,348 | $2,471-5.0% | $3,679-36.2% | $2,342+0.2% |
| Participant deferral / active EE | $4,454 | $2,854+56.1% | $3,897+14.3% | $3,332+33.7% |
| Admin fee / account holder | $848 | $3,840-77.9% | $5,194-83.7% | $4,645-81.7% |