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 | $150,290 | $156,846-4.2% | $121,098+24.1% | $139,434+7.8% |
| Participation rate | 41.2% | 76.4%-35.2pp | 69.5%-28.3pp | 80.3%-39.1pp |
| Annual return | 24.89% | 1474.56%-1449.7pp | 985.75%-960.9pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,424 | $5,536-74.3% | $4,164-65.8% | $4,751-70.0% |
| Participant deferral / active EE | $5,199 | $4,844+7.3% | $4,080+27.4% | $6,710-22.5% |
| Admin fee / account holder | $11,623 | $6,946+67.3% | $5,644+105.9% | $11,403+1.9% |