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 | $111,262 | $65,561+69.7% | $86,188+29.1% | $75,163+48.0% |
| Participation rate | 47.8% | 60.5%-12.7pp | 69.0%-21.1pp | 67.2%-19.4pp |
| Annual return | 18.78% | 46.05%-27.3pp | 1168.45%-1149.7pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,338 | $1,553+50.6% | $2,380-1.8% | $2,670-12.4% |
| Participant deferral / active EE | $4,237 | $3,024+40.1% | $3,985+6.3% | $4,125+2.7% |
| Admin fee / account holder | $10,398 | $5,474+90.0% | $6,852+51.8% | $5,651+84.0% |