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 | $169,711 | $109,327+55.2% | $89,391+89.9% | $158,922+6.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 16.36% | 345.68%-329.3pp | 245.62%-229.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,632 | $3,170-17.0% | $2,586+1.8% | $4,761-44.7% |
| Participant deferral / active EE | $6,337 | $4,598+37.8% | $3,890+62.9% | $5,982+5.9% |
| Admin fee / account holder | $8,106 | $6,153+31.7% | $4,881+66.1% | $11,246-27.9% |