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 | $150,134 | $106,890+40.5% | $84,015+78.7% | $152,861-1.8% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 19.02% | 104.99%-86.0pp | 71.31%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,715 | $4,011-57.3% | $3,239-47.1% | $5,850-70.7% |
| Admin fee / account holder | $2,304 | $8,285-72.2% | $6,101-62.2% | $11,596-80.1% |