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 3-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 | $152,839 | $132,634+15.2% | $115,768+32.0% | $137,256+11.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 18.22% | 160.70%-142.5pp | 100.46%-82.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,353 | $3,360+59.3% | $2,940+82.1% | $4,156+28.8% |
| Participant deferral / active EE | $7,698 | $5,619+37.0% | $4,917+56.6% | $6,407+20.2% |
| Admin fee / account holder | $317 | $15,028-97.9% | $12,439-97.5% | $12,270-97.4% |