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 | $167,764 | $129,217+29.8% | $93,406+79.6% | $158,922+5.6% |
| Participation rate | 46.2% | 71.0%-24.8pp | 66.8%-20.7pp | 82.0%-35.8pp |
| Annual return | 23.85% | 118.21%-94.4pp | 78.05%-54.2pp | 302.83%-279.0pp |
| Employer contribution / active EE | $853 | $2,711-68.5% | $2,075-58.9% | $4,761-82.1% |
| Participant deferral / active EE | $4,525 | $3,909+15.8% | $3,126+44.8% | $5,982-24.4% |
| Admin fee / account holder | $3,028 | $7,383-59.0% | $5,230-42.1% | $11,246-73.1% |