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 7-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 | $170,418 | $70,756+140.9% | $65,493+160.2% | $142,382+19.7% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 17.85% | 1754.89%-1737.0pp | 982.45%-964.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,133 | $2,881-60.7% | $2,574-56.0% | $4,299-73.6% |
| Participant deferral / active EE | $8,760 | $4,637+88.9% | $3,961+121.2% | $6,507+34.6% |
| Admin fee / account holder | $1,221 | $6,559-81.4% | $5,028-75.7% | $12,624-90.3% |