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 | $175,910 | $104,907+67.7% | $84,611+107.9% | $152,861+15.1% |
| Participation rate | 45.5% | 74.8%-29.4pp | 68.2%-22.8pp | 82.4%-37.0pp |
| Annual return | 26.17% | 373.79%-347.6pp | 258.74%-232.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,758 | $3,302-46.7% | $2,652-33.7% | $4,762-63.1% |
| Participant deferral / active EE | $5,369 | $4,688+14.5% | $3,899+37.7% | $5,850-8.2% |
| Admin fee / account holder | $1,190 | $6,241-80.9% | $4,912-75.8% | $11,596-89.7% |