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 | $148,581 | $89,355+66.3% | $141,162+5.3% | $72,985+103.6% |
| Participation rate | 42.9% | 75.1%-32.3pp | 82.5%-39.6pp | 69.5%-26.6pp |
| Annual return | 30.42% | 111.85%-81.4pp | 71.39%-41.0pp | 81.00%-50.6pp |
| Employer contribution / active EE | $2,112 | $3,114-32.2% | $4,735-55.4% | $2,440-13.5% |
| Participant deferral / active EE | $4,724 | $5,418-12.8% | $6,709-29.6% | $3,607+30.9% |
| Admin fee / account holder | $2,116 | $5,958-64.5% | $10,261-79.4% | $5,124-58.7% |