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 | $166,078 | $102,317+62.3% | $146,958+13.0% | $80,856+105.4% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.2%-12.7pp | 67.6%+1.8pp |
| Annual return | 19.04% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,295 | $3,713-65.1% | $4,933-73.8% | $2,755-53.0% |
| Participant deferral / active EE | $3,327 | $6,644-49.9% | $8,070-58.8% | $4,296-22.5% |
| Admin fee / account holder | $3,752 | $7,941-52.7% | $12,998-71.1% | $6,918-45.8% |