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 | $143,410 | $102,966+39.3% | $90,281+58.8% | $152,861-6.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 29.12% | 95.16%-66.0pp | 78.10%-49.0pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,902 | $3,139-39.4% | $2,854-33.4% | $4,762-60.1% |
| Participant deferral / active EE | $2,899 | $4,281-32.3% | $3,885-25.4% | $5,850-50.5% |
| Admin fee / account holder | $1,219 | $6,171-80.2% | $5,351-77.2% | $11,596-89.5% |