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 | $187,540 | $65,561+186.1% | $86,188+117.6% | $75,163+149.5% |
| Participation rate | 45.5% | 60.5%-15.0pp | 69.0%-23.5pp | 67.2%-21.7pp |
| Annual return | 24.50% | 46.05%-21.6pp | 1168.45%-1143.9pp | 160.62%-136.1pp |
| Employer contribution / active EE | $945 | $1,553-39.1% | $2,380-60.3% | $2,670-64.6% |
| Participant deferral / active EE | $1,535 | $3,024-49.2% | $3,985-61.5% | $4,125-62.8% |
| Admin fee / account holder | $1,365 | $5,474-75.1% | $6,852-80.1% | $5,651-75.8% |