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 | $184,573 | $124,185+48.6% | $108,410+70.3% | $167,490+10.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 14.41% | 1379.64%-1365.2pp | 905.27%-890.9pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,093 | $4,187-50.0% | $3,558-41.2% | $4,837-56.7% |
| Participant deferral / active EE | $9,507 | $6,908+37.6% | $6,563+44.9% | $6,341+49.9% |
| Admin fee / account holder | $1,691 | $9,455-82.1% | $7,295-76.8% | $12,309-86.3% |