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 | $161,513 | $77,314+108.9% | $177,989-9.3% | $80,856+99.8% |
| Participation rate | 56.1% | 65.7%-9.6pp | 77.1%-21.0pp | 67.6%-11.5pp |
| Annual return | 14.13% | 18.09%-4.0pp | 294.48%-280.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $821 | $2,292-64.2% | $3,949-79.2% | $2,755-70.2% |
| Participant deferral / active EE | $3,142 | $4,411-28.8% | $6,276-49.9% | $4,296-26.9% |
| Admin fee / account holder | $12,331 | $7,191+71.5% | $10,363+19.0% | $6,918+78.2% |