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 | $185,998 | $144,119+29.1% | $117,854+57.8% | $147,584+26.0% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 19.67% | 531.15%-511.5pp | 335.08%-315.4pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,603 | $4,896-67.3% | $3,786-57.7% | $4,876-67.1% |
| Participant deferral / active EE | $6,411 | $5,316+20.6% | $4,482+43.0% | $5,439+17.9% |
| Admin fee / account holder | $1,103 | $10,886-89.9% | $8,020-86.2% | $10,885-89.9% |