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 4-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 | $107,673 | $65,561+64.2% | $86,188+24.9% | $75,163+43.3% |
| Participation rate | 57.6% | 60.5%-2.9pp | 69.0%-11.3pp | 67.2%-9.6pp |
| Annual return | 17.36% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,014 | $1,553+29.7% | $2,380-15.4% | $2,670-24.6% |
| Participant deferral / active EE | $6,168 | $3,024+104.0% | $3,985+54.8% | $4,125+49.5% |
| Admin fee / account holder | $6,196 | $5,474+13.2% | $6,852-9.6% | $5,651+9.6% |