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 | $152,346 | $117,841+29.3% | $102,423+48.7% | $145,922+4.4% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-21.9pp |
| Annual return | 11.42% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,562 | $3,615-56.8% | $3,023-48.3% | $4,660-66.5% |
| Participant deferral / active EE | $3,853 | $5,731-32.8% | $5,053-23.8% | $6,688-42.4% |
| Admin fee / account holder | $9,616 | $13,326-27.8% | $9,451+1.7% | $13,397-28.2% |