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 | $153,817 | $202,432-24.0% | $169,368-9.2% | $139,434+10.3% |
| Participation rate | 52.4% | 81.1%-28.7pp | 77.1%-24.8pp | 80.3%-27.9pp |
| Annual return | 15.87% | 531.74%-515.9pp | 405.60%-389.7pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,440 | $4,692-69.3% | $4,013-64.1% | $4,751-69.7% |
| Participant deferral / active EE | $3,686 | $6,938-46.9% | $6,221-40.8% | $6,710-45.1% |
| Admin fee / account holder | $24,463 | $10,708+128.5% | $9,003+171.7% | $11,403+114.5% |