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 | $151,869 | $111,724+35.9% | $93,606+62.2% | $145,922+4.1% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 20.44% | 202.98%-182.5pp | 133.20%-112.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $851 | $3,090-72.5% | $2,420-64.8% | $4,660-81.7% |
| Participant deferral / active EE | $3,540 | $4,912-27.9% | $4,411-19.8% | $6,688-47.1% |
| Admin fee / account holder | $311 | $10,250-97.0% | $8,285-96.2% | $13,397-97.7% |