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 | $179,778 | $109,327+64.4% | $89,391+101.1% | $158,922+13.1% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.0%-13.4pp | 82.0%-27.4pp |
| Annual return | 31.91% | 345.68%-313.8pp | 245.62%-213.7pp | 302.83%-270.9pp |
| Employer contribution / active EE | $833 | $3,170-73.7% | $2,586-67.8% | $4,761-82.5% |
| Participant deferral / active EE | $4,887 | $4,598+6.3% | $3,890+25.6% | $5,982-18.3% |
| Admin fee / account holder | $3,069 | $6,153-50.1% | $4,881-37.1% | $11,246-72.7% |