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 | $180,380 | $158,398+13.9% | $126,539+42.5% | $142,382+26.7% |
| Participation rate | 52.2% | 75.8%-23.6pp | 69.8%-17.6pp | 80.1%-27.9pp |
| Annual return | 15.59% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,368 | $4,650-70.6% | $3,674-62.8% | $4,299-68.2% |
| Participant deferral / active EE | $3,602 | $4,767-24.4% | $4,083-11.8% | $6,507-44.6% |
| Admin fee / account holder | $2,667 | $6,918-61.5% | $6,065-56.0% | $12,624-78.9% |