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 | $159,805 | $118,849+34.5% | $96,562+65.5% | $167,490-4.6% |
| Participation rate | 68.4% | 75.5%-7.1pp | 69.8%-1.4pp | 82.1%-13.7pp |
| Annual return | 10.94% | 50.49%-39.5pp | 37.78%-26.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,548 | $3,120-50.4% | $2,356-34.3% | $4,837-68.0% |
| Participant deferral / active EE | $4,806 | $4,616+4.1% | $3,849+24.9% | $6,341-24.2% |
| Admin fee / account holder | $14,655 | $8,065+81.7% | $6,181+137.1% | $12,309+19.1% |