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 | $178,561 | $101,069+76.7% | $81,478+119.2% | $147,584+21.0% |
| Participation rate | 41.7% | 74.5%-32.8pp | 68.0%-26.3pp | 82.8%-41.2pp |
| Annual return | 14.10% | 32.40%-18.3pp | 38.78%-24.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $255 | $3,205-92.1% | $2,568-90.1% | $4,876-94.8% |
| Participant deferral / active EE | $2,545 | $4,242-40.0% | $3,537-28.0% | $5,439-53.2% |
| Admin fee / account holder | $1,784 | $5,812-69.3% | $4,561-60.9% | $10,885-83.6% |