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 | $160,978 | $58,208+176.6% | $81,812+96.8% | $80,856+99.1% |
| Participation rate | 53.8% | 63.4%-9.6pp | 72.3%-18.5pp | 67.6%-13.8pp |
| Annual return | 12.53% | 41.66%-29.1pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,424 | $2,340+3.6% | $2,912-16.8% | $2,755-12.0% |
| Participant deferral / active EE | $4,786 | $3,281+45.9% | $4,319+10.8% | $4,296+11.4% |
| Admin fee / account holder | $16,547 | $4,981+232.2% | $7,386+124.0% | $6,918+139.2% |