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 | $157,119 | $74,888+109.8% | $71,209+120.6% | $142,382+10.3% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.8%-26.1pp | 80.1%-32.5pp |
| Annual return | 17.62% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,432 | $2,854-49.8% | $2,721-47.4% | $4,299-66.7% |
| Participant deferral / active EE | $4,789 | $4,454+7.5% | $4,175+14.7% | $6,507-26.4% |
| Admin fee / account holder | $1,360 | $5,568-75.6% | $5,349-74.6% | $12,624-89.2% |