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 | $159,078 | $105,998+50.1% | $92,233+72.5% | $147,584+7.8% |
| Participation rate | 65.2% | 80.4%-15.2pp | 76.5%-11.3pp | 82.8%-17.6pp |
| Annual return | 17.24% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,012 | $4,333-53.6% | $3,679-45.3% | $4,876-58.7% |
| Participant deferral / active EE | $5,146 | $4,478+14.9% | $3,897+32.1% | $5,439-5.4% |
| Admin fee / account holder | $3,659 | $6,332-42.2% | $5,194-29.5% | $10,885-66.4% |