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 | $140,152 | $105,859+32.4% | $90,160+55.4% | $147,584-5.0% |
| Participation rate | 54.2% | 79.7%-25.6pp | 76.9%-22.7pp | 82.8%-28.7pp |
| Annual return | 15.16% | 37.63%-22.5pp | 34.88%-19.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,961 | $4,126-52.5% | $3,318-40.9% | $4,876-59.8% |
| Participant deferral / active EE | $3,984 | $5,733-30.5% | $5,288-24.7% | $5,439-26.8% |
| Admin fee / account holder | $11,672 | $8,046+45.1% | $5,943+96.4% | $10,885+7.2% |