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 | $176,296 | $109,982+60.3% | $97,226+81.3% | $145,922+20.8% |
| Participation rate | 61.1% | 75.9%-14.8pp | 72.7%-11.6pp | 80.3%-19.2pp |
| Annual return | 15.61% | 242.90%-227.3pp | 75.13%-59.5pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,124 | $3,084-63.5% | $2,729-58.8% | $4,660-75.9% |
| Participant deferral / active EE | $5,253 | $4,676+12.3% | $4,264+23.2% | $6,688-21.5% |
| Admin fee / account holder | $1,232 | $6,221-80.2% | $5,654-78.2% | $13,397-90.8% |