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 | $155,089 | $63,346+144.8% | $92,233+68.1% | $70,131+121.1% |
| Participation rate | 44.8% | 68.7%-23.8pp | 76.5%-31.7pp | 69.5%-24.7pp |
| Annual return | 16.77% | 530.12%-513.3pp | 176.28%-159.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,825 | $2,471+14.3% | $3,679-23.2% | $2,342+20.6% |
| Participant deferral / active EE | $2,749 | $2,854-3.7% | $3,897-29.5% | $3,332-17.5% |
| Admin fee / account holder | $2,414 | $3,840-37.2% | $5,194-53.5% | $4,645-48.0% |