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 | $184,597 | $99,652+85.2% | $78,778+134.3% | $147,584+25.1% |
| Participation rate | 53.8% | 76.2%-22.4pp | 69.2%-15.3pp | 82.8%-29.0pp |
| Annual return | 17.47% | 47.28%-29.8pp | 35.62%-18.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,090 | $2,796-61.0% | $1,986-45.1% | $4,876-77.6% |
| Participant deferral / active EE | $6,234 | $3,664+70.2% | $2,958+110.7% | $5,439+14.6% |
| Admin fee / account holder | $2,610 | $7,155-63.5% | $5,134-49.2% | $10,885-76.0% |