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 | $150,592 | $81,625+84.5% | $58,482+157.5% | $139,434+8.0% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 13.74% | 7404.20%-7390.5pp | 4239.32%-4225.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,253 | $1,398-10.4% | $1,053+19.0% | $4,751-73.6% |
| Participant deferral / active EE | $5,772 | $2,557+125.8% | $1,924+200.0% | $6,710-14.0% |
| Admin fee / account holder | $3,732 | $3,265+14.3% | $2,516+48.3% | $11,403-67.3% |