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 | $160,232 | $39,019+310.6% | $80,716+98.5% | $85,850+86.6% |
| Participation rate | 39.3% | 41.5%-2.3pp | 54.2%-14.9pp | 69.3%-30.0pp |
| Annual return | 19.35% | 26.27%-6.9pp | 87.28%-67.9pp | 318.53%-299.2pp |
| Employer contribution / active EE | $506 | $722-29.9% | $1,160-56.4% | $2,565-80.3% |
| Participant deferral / active EE | $3,590 | $1,326+170.8% | $2,146+67.3% | $3,952-9.2% |
| Admin fee / account holder | $4,905 | $2,431+101.8% | $3,380+45.1% | $6,260-21.6% |