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 | $157,262 | $118,680+32.5% | $98,907+59.0% | $158,922-1.0% |
| Participation rate | 64.7% | 77.8%-13.1pp | 76.0%-11.3pp | 82.0%-17.3pp |
| Annual return | 15.94% | 372.35%-356.4pp | 196.43%-180.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,566 | $3,333-53.0% | $2,689-41.8% | $4,761-67.1% |
| Participant deferral / active EE | $3,616 | $5,088-28.9% | $4,244-14.8% | $5,982-39.5% |
| Admin fee / account holder | $15,489 | $10,131+52.9% | $6,642+133.2% | $11,246+37.7% |