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 | $125,649 | $102,604+22.5% | $86,188+45.8% | $139,434-9.9% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.0%-0.8pp | 80.3%-12.1pp |
| Annual return | 17.18% | 1922.51%-1905.3pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,858 | $4,676-17.5% | $3,985-3.2% | $6,710-42.5% |
| Admin fee / account holder | $13,139 | $8,657+51.8% | $6,852+91.8% | $11,403+15.2% |