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 | $171,950 | $95,561+79.9% | $77,163+122.8% | $139,434+23.3% |
| Participation rate | 69.2% | 73.9%-4.7pp | 69.6%-0.3pp | 80.3%-11.1pp |
| Annual return | 16.83% | 54.92%-38.1pp | 37.87%-21.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,077 | $3,147-2.2% | $2,535+21.4% | $4,751-35.2% |
| Participant deferral / active EE | $6,087 | $4,624+31.6% | $3,833+58.8% | $6,710-9.3% |
| Admin fee / account holder | $605 | $8,295-92.7% | $5,472-88.9% | $11,403-94.7% |