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 | $160,966 | $99,877+61.2% | $84,966+89.4% | $145,922+10.3% |
| Participation rate | 47.4% | 74.1%-26.7pp | 67.5%-20.1pp | 80.3%-32.9pp |
| Annual return | 13.82% | 83.76%-69.9pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,705 | $3,231-47.2% | $2,727-37.5% | $4,660-63.4% |
| Participant deferral / active EE | $5,233 | $5,291-1.1% | $4,519+15.8% | $6,688-21.8% |
| Admin fee / account holder | $979 | $7,248-86.5% | $6,149-84.1% | $13,397-92.7% |