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 | $152,797 | $105,931+44.2% | $81,930+86.5% | $158,922-3.9% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 14.28% | 38.17%-23.9pp | 29.49%-15.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,234 | $7,800-84.2% | $4,310-71.4% | $4,761-74.1% |
| Participant deferral / active EE | $6,947 | $13,003-46.6% | $7,107-2.3% | $5,982+16.1% |
| Admin fee / account holder | $32,243 | $8,489+279.8% | $5,158+525.1% | $11,246+186.7% |