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 | $229,357 | $152,587+50.3% | $125,175+83.2% | $152,861+50.0% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 17.99% | 54.84%-36.8pp | 43.79%-25.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,527 | $4,946-69.1% | $3,865-60.5% | $4,762-67.9% |
| Participant deferral / active EE | $6,244 | $5,868+6.4% | $4,937+26.5% | $5,850+6.7% |
| Admin fee / account holder | $1,912 | $13,434-85.8% | $9,702-80.3% | $11,596-83.5% |