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 | $237,134 | $152,587+55.4% | $125,175+89.4% | $152,861+55.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 21.48% | 54.84%-33.4pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,364 | $4,946-72.4% | $3,865-64.7% | $4,762-71.4% |
| Participant deferral / active EE | $4,545 | $5,868-22.5% | $4,937-7.9% | $5,850-22.3% |
| Admin fee / account holder | $11,810 | $13,434-12.1% | $9,702+21.7% | $11,596+1.8% |