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 | $129,247 | $63,346+104.0% | $92,233+40.1% | $70,131+84.3% |
| Participation rate | 61.5% | 68.7%-7.1pp | 76.5%-14.9pp | 69.5%-8.0pp |
| Annual return | 16.00% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,930 | $2,471-21.9% | $3,679-47.5% | $2,342-17.6% |
| Participant deferral / active EE | $4,234 | $2,854+48.4% | $3,897+8.7% | $3,332+27.1% |
| Admin fee / account holder | $7,048 | $3,840+83.5% | $5,194+35.7% | $4,645+51.7% |