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 | $143,831 | $114,047+26.1% | $96,139+49.6% | $167,490-14.1% |
| Participation rate | 68.8% | 75.1%-6.3pp | 68.4%+0.3pp | 82.1%-13.4pp |
| Annual return | 11.58% | 189.88%-178.3pp | 191.94%-180.4pp | 478.56%-467.0pp |
| Employer contribution / active EE | $725 | $3,427-78.8% | $2,797-74.1% | $4,837-85.0% |
| Participant deferral / active EE | $12,188 | $5,194+134.7% | $4,349+180.2% | $6,341+92.2% |
| Admin fee / account holder | $9,115 | $6,897+32.2% | $5,537+64.6% | $12,309-25.9% |