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 | $187,993 | $114,047+64.8% | $96,139+95.5% | $167,490+12.2% |
| Participation rate | 58.3% | 75.1%-16.7pp | 68.4%-10.1pp | 82.1%-23.8pp |
| Annual return | 14.49% | 189.88%-175.4pp | 191.94%-177.5pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,182 | $3,427-65.5% | $2,797-57.7% | $4,837-75.6% |
| Participant deferral / active EE | $9,913 | $5,194+90.9% | $4,349+128.0% | $6,341+56.3% |
| Admin fee / account holder | $1,782 | $6,897-74.2% | $5,537-67.8% | $12,309-85.5% |