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 | $144,583 | $102,966+40.4% | $90,281+60.1% | $152,861-5.4% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 14.14% | 95.16%-81.0pp | 78.10%-64.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $259 | $3,139-91.7% | $2,854-90.9% | $4,762-94.6% |
| Participant deferral / active EE | $2,107 | $4,281-50.8% | $3,885-45.8% | $5,850-64.0% |
| Admin fee / account holder | $2,804 | $6,171-54.6% | $5,351-47.6% | $11,596-75.8% |