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 | $155,778 | $80,812+92.8% | $160,784-3.1% | $82,448+88.9% |
| Participation rate | 41.2% | 66.2%-25.1pp | 77.0%-35.8pp | 68.1%-26.9pp |
| Annual return | 16.60% | 100.59%-84.0pp | 1803.92%-1787.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,266 | $2,174-41.8% | $3,733-66.1% | $2,551-50.4% |
| Participant deferral / active EE | $2,978 | $4,335-31.3% | $6,293-52.7% | $4,139-28.0% |
| Admin fee / account holder | $1,100 | $7,695-85.7% | $9,717-88.7% | $7,234-84.8% |