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 | $131,116 | $74,888+75.1% | $71,209+84.1% | $142,382-7.9% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.1%-22.2pp |
| Annual return | 17.00% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,861 | $2,854-34.8% | $2,721-31.6% | $4,299-56.7% |
| Participant deferral / active EE | $9,951 | $4,454+123.4% | $4,175+138.3% | $6,507+52.9% |
| Admin fee / account holder | $12,486 | $5,568+124.2% | $5,349+133.4% | $12,624-1.1% |