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 | $132,555 | $112,881+17.4% | $90,951+45.7% | $158,922-16.6% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 21.47% | 215.79%-194.3pp | 134.60%-113.1pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,311 | $2,893-20.1% | $2,122+8.9% | $4,761-51.5% |
| Participant deferral / active EE | $5,916 | $4,128+43.3% | $3,373+75.4% | $5,982-1.1% |
| Admin fee / account holder | $816 | $8,041-89.8% | $5,959-86.3% | $11,246-92.7% |