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 | $117,013 | $74,888+56.2% | $71,209+64.3% | $142,382-17.8% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 17.65% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,027 | $2,854+41.1% | $2,721+48.0% | $4,299-6.3% |
| Participant deferral / active EE | $6,675 | $4,454+49.8% | $4,175+59.9% | $6,507+2.6% |
| Admin fee / account holder | $8,149 | $5,568+46.3% | $5,349+52.3% | $12,624-35.5% |