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 | $158,205 | $144,119+9.8% | $117,854+34.2% | $147,584+7.2% |
| Participation rate | 63.2% | 83.4%-20.3pp | 79.7%-16.5pp | 82.8%-19.7pp |
| Annual return | 18.67% | 531.15%-512.5pp | 335.08%-316.4pp | 578.55%-559.9pp |
| Employer contribution / active EE | $979 | $4,896-80.0% | $3,786-74.1% | $4,876-79.9% |
| Participant deferral / active EE | $6,712 | $5,316+26.3% | $4,482+49.8% | $5,439+23.4% |
| Admin fee / account holder | $5,402 | $10,886-50.4% | $8,020-32.6% | $10,885-50.4% |