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 | $185,033 | $112,881+63.9% | $90,951+103.4% | $158,922+16.4% |
| Participation rate | 36.4% | 74.7%-38.4pp | 69.0%-32.6pp | 82.0%-45.6pp |
| Annual return | 16.43% | 215.79%-199.4pp | 134.60%-118.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,187 | $2,893-24.4% | $2,122+3.1% | $4,761-54.1% |
| Participant deferral / active EE | $6,044 | $4,128+46.4% | $3,373+79.2% | $5,982+1.0% |
| Admin fee / account holder | $655 | $8,041-91.9% | $5,959-89.0% | $11,246-94.2% |