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 | $142,457 | $106,890+33.3% | $84,015+69.6% | $152,861-6.8% |
| Participation rate | 56.3% | 75.2%-19.0pp | 69.0%-12.8pp | 82.4%-26.2pp |
| Annual return | 17.11% | 104.99%-87.9pp | 71.31%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $771 | $2,734-71.8% | $1,983-61.1% | $4,762-83.8% |
| Participant deferral / active EE | $1,196 | $4,011-70.2% | $3,239-63.1% | $5,850-79.6% |
| Admin fee / account holder | $4,050 | $8,285-51.1% | $6,101-33.6% | $11,596-65.1% |