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 | $179,238 | $133,922+33.8% | $116,228+54.2% | $142,382+25.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 10.66% | 147.76%-137.1pp | 90.06%-79.4pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,679 | $3,446-51.3% | $2,994-43.9% | $4,299-60.9% |
| Participant deferral / active EE | $3,679 | $5,672-35.1% | $4,953-25.7% | $6,507-43.5% |
| Admin fee / account holder | $37,245 | $14,945+149.2% | $11,989+210.7% | $12,624+195.0% |