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 3-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 | $73,077 | $67,823+7.7% | $52,425+39.4% | $137,256-46.8% |
| Participation rate | 30.0% | 63.9%-33.9pp | 55.6%-25.6pp | 80.0%-50.0pp |
| Annual return | 27.99% | 219.11%-191.1pp | 302.12%-274.1pp | 220.34%-192.3pp |
| Employer contribution / active EE | $1,302 | $1,163+12.0% | $914+42.5% | $4,156-68.7% |
| Participant deferral / active EE | $6,352 | $2,288+177.6% | $1,790+254.8% | $6,407-0.9% |
| Admin fee / account holder | $5,036 | $2,844+77.1% | $2,495+101.9% | $12,270-59.0% |