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 | $123,503 | $65,561+88.4% | $86,188+43.3% | $75,163+64.3% |
| Participation rate | 36.0% | 60.5%-24.5pp | 69.0%-33.0pp | 67.2%-31.2pp |
| Annual return | 17.12% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,594 | $1,553+2.6% | $2,380-33.0% | $2,670-40.3% |
| Participant deferral / active EE | $3,775 | $3,024+24.8% | $3,985-5.3% | $4,125-8.5% |
| Admin fee / account holder | $13,006 | $5,474+137.6% | $6,852+89.8% | $5,651+130.1% |