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 | $154,409 | $116,175+32.9% | $93,606+65.0% | $152,861+1.0% |
| Participation rate | 68.8% | 78.0%-9.3pp | 75.8%-7.1pp | 82.4%-13.7pp |
| Annual return | 19.36% | 35.96%-16.6pp | 32.76%-13.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,087 | $3,218-66.2% | $2,718-60.0% | $4,762-77.2% |
| Participant deferral / active EE | $2,600 | $4,603-43.5% | $4,069-36.1% | $5,850-55.6% |
| Admin fee / account holder | $566 | $10,748-94.7% | $7,888-92.8% | $11,596-95.1% |