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 | $200,624 | $104,974+91.1% | $95,585+109.9% | $142,382+40.9% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 13.20% | 210.33%-197.1pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,744 | $2,779-37.2% | $2,527-31.0% | $4,299-59.4% |
| Participant deferral / active EE | $7,300 | $4,352+67.7% | $4,023+81.5% | $6,507+12.2% |
| Admin fee / account holder | $2,211 | $6,386-65.4% | $6,127-63.9% | $12,624-82.5% |