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 | $159,724 | $180,749-11.6% | $160,784-0.7% | $137,256+16.4% |
| Participation rate | 35.0% | 80.0%-45.0pp | 77.0%-42.0pp | 80.0%-45.0pp |
| Annual return | 13.96% | 2234.46%-2220.5pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,683 | $4,155-59.5% | $3,733-54.9% | $4,156-59.5% |
| Participant deferral / active EE | $4,824 | $6,844-29.5% | $6,293-23.3% | $6,407-24.7% |
| Admin fee / account holder | $2,214 | $10,397-78.7% | $9,717-77.2% | $12,270-82.0% |