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 4-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 | $173,655 | $150,187+15.6% | $120,354+44.3% | $145,922+19.0% |
| Participation rate | 65.0% | 78.8%-13.8pp | 71.9%-6.9pp | 80.3%-15.3pp |
| Annual return | 22.10% | 154.07%-132.0pp | 107.15%-85.1pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,472 | $4,348-66.1% | $3,463-57.5% | $4,660-68.4% |
| Participant deferral / active EE | $2,705 | $6,173-56.2% | $4,991-45.8% | $6,688-59.6% |
| Admin fee / account holder | $1,481 | $12,207-87.9% | $9,423-84.3% | $13,397-88.9% |