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 | $158,038 | $63,346+149.5% | $92,233+71.3% | $70,131+125.3% |
| Participation rate | 55.9% | 68.7%-12.8pp | 76.5%-20.6pp | 69.5%-13.7pp |
| Annual return | 14.39% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $878 | $2,471-64.5% | $3,679-76.2% | $2,342-62.5% |
| Participant deferral / active EE | $4,401 | $2,854+54.2% | $3,897+13.0% | $3,332+32.1% |
| Admin fee / account holder | $4,879 | $3,840+27.1% | $5,194-6.1% | $4,645+5.0% |