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 | $228,956 | $72,071+217.7% | $68,368+234.9% | $137,256+66.8% |
| Participation rate | 36.8% | 76.2%-39.4pp | 73.8%-36.9pp | 80.0%-43.1pp |
| Annual return | 17.74% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $928 | $2,788-66.7% | $2,649-65.0% | $4,156-77.7% |
| Participant deferral / active EE | $5,690 | $4,410+29.0% | $4,123+38.0% | $6,407-11.2% |
| Admin fee / account holder | $1,220 | $5,336-77.1% | $5,150-76.3% | $12,270-90.1% |