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 | $175,278 | $80,812+116.9% | $160,784+9.0% | $82,448+112.6% |
| Participation rate | 60.0% | 66.2%-6.2pp | 77.0%-17.0pp | 68.1%-8.1pp |
| Annual return | 14.10% | 100.59%-86.5pp | 1803.92%-1789.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,948 | $2,174-10.4% | $3,733-47.8% | $2,551-23.6% |
| Participant deferral / active EE | $5,969 | $4,335+37.7% | $6,293-5.2% | $4,139+44.2% |
| Admin fee / account holder | $5,722 | $7,695-25.6% | $9,717-41.1% | $7,234-20.9% |