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 | $165,043 | $102,317+61.3% | $146,958+12.3% | $80,856+104.1% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.2%-17.4pp | 67.6%-2.9pp |
| Annual return | 13.47% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,414 | $3,713-35.0% | $4,933-51.1% | $2,755-12.4% |
| Participant deferral / active EE | $6,290 | $6,644-5.3% | $8,070-22.1% | $4,296+46.4% |
| Admin fee / account holder | $1,942 | $7,941-75.5% | $12,998-85.1% | $6,918-71.9% |