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 | $169,524 | $121,625+39.4% | $104,607+62.1% | $158,922+6.7% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 18.23% | 465.26%-447.0pp | 340.46%-322.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $680 | $3,163-78.5% | $2,681-74.6% | $4,761-85.7% |
| Participant deferral / active EE | $2,041 | $4,177-51.1% | $3,740-45.4% | $5,982-65.9% |
| Admin fee / account holder | $2,222 | $7,787-71.5% | $6,473-65.7% | $11,246-80.2% |