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 | $145,224 | $183,963-21.1% | $162,163-10.4% | $152,861-5.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 22.57% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,231 | $6,371-65.0% | $5,614-60.3% | $4,762-53.2% |
| Participant deferral / active EE | $6,218 | $8,034-22.6% | $7,298-14.8% | $5,850+6.3% |
| Admin fee / account holder | $5,042 | $13,121-61.6% | $10,843-53.5% | $11,596-56.5% |