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 | $128,946 | $49,922+158.3% | $80,569+60.0% | $75,163+71.6% |
| Participation rate | 63.4% | 55.3%+8.1pp | 67.0%-3.6pp | 67.2%-3.8pp |
| Annual return | 14.74% | 34.69%-19.9pp | 935.43%-920.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,746 | $1,698+2.8% | $2,723-35.9% | $2,670-34.6% |
| Participant deferral / active EE | $2,378 | $2,990-20.5% | $4,447-46.5% | $4,125-42.4% |
| Admin fee / account holder | $1,013 | $3,577-71.7% | $5,377-81.2% | $5,651-82.1% |