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 | $162,953 | $115,770+40.8% | $101,248+60.9% | $158,922+2.5% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 15.18% | 56.14%-41.0pp | 46.47%-31.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,907 | $4,175-54.3% | $3,660-47.9% | $4,761-59.9% |
| Participant deferral / active EE | $6,063 | $4,957+22.3% | $4,370+38.7% | $5,982+1.3% |
| Admin fee / account holder | $482 | $7,245-93.3% | $5,945-91.9% | $11,246-95.7% |