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 4-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 | $122,057 | $149,040-18.1% | $120,225+1.5% | $137,256-11.1% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 13.00% | 605.68%-592.7pp | 439.23%-426.2pp | 220.34%-207.3pp |
| Employer contribution / active EE | $637 | $4,350-85.4% | $3,475-81.7% | $4,156-84.7% |
| Participant deferral / active EE | $2,730 | $4,655-41.3% | $3,999-31.7% | $6,407-57.4% |
| Admin fee / account holder | $4,177 | $6,348-34.2% | $5,696-26.7% | $12,270-66.0% |