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 3-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 | $130,782 | $111,724+17.1% | $93,606+39.7% | $145,922-10.4% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-26.9pp |
| Annual return | 15.07% | 202.98%-187.9pp | 133.20%-118.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,484 | $3,090-52.0% | $2,420-38.7% | $4,660-68.1% |
| Participant deferral / active EE | $5,364 | $4,912+9.2% | $4,411+21.6% | $6,688-19.8% |
| Admin fee / account holder | $1,853 | $10,250-81.9% | $8,285-77.6% | $13,397-86.2% |