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 | $163,455 | $112,096+45.8% | $95,952+70.4% | $158,922+2.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 9.47% | 171.09%-161.6pp | 91.61%-82.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,119 | $3,198-65.0% | $2,541-56.0% | $4,761-76.5% |
| Participant deferral / active EE | $9,085 | $4,784+89.9% | $4,167+118.0% | $5,982+51.9% |
| Admin fee / account holder | $1,161 | $10,130-88.5% | $6,795-82.9% | $11,246-89.7% |