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 6-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 | $155,593 | $114,381+36.0% | $107,525+44.7% | $142,382+9.3% |
| Participation rate | 30.8% | 78.1%-47.4pp | 75.1%-44.3pp | 80.1%-49.4pp |
| Annual return | 62.59% | 242.71%-180.1pp | 181.32%-118.7pp | 217.08%-154.5pp |
| Employer contribution / active EE | $843 | $4,015-79.0% | $3,754-77.5% | $4,299-80.4% |
| Participant deferral / active EE | $6,655 | $5,564+19.6% | $5,116+30.1% | $6,507+2.3% |
| Admin fee / account holder | $704 | $9,860-92.9% | $8,919-92.1% | $12,624-94.4% |