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 | $143,536 | $102,966+39.4% | $90,281+59.0% | $152,861-6.1% |
| Participation rate | 40.9% | 75.9%-35.0pp | 73.3%-32.4pp | 82.4%-41.5pp |
| Annual return | 20.93% | 95.16%-74.2pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $962 | $3,139-69.3% | $2,854-66.3% | $4,762-79.8% |
| Participant deferral / active EE | $1,731 | $4,281-59.6% | $3,885-55.5% | $5,850-70.4% |
| Admin fee / account holder | $2,009 | $6,171-67.4% | $5,351-62.5% | $11,596-82.7% |