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 | $180,430 | $101,618+77.6% | $93,063+93.9% | $137,256+31.5% |
| Participation rate | 58.3% | 74.9%-16.6pp | 72.1%-13.8pp | 80.0%-21.6pp |
| Annual return | 12.84% | 223.95%-211.1pp | 34.15%-21.3pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,447 | $2,707-46.6% | $2,476-41.6% | $4,156-65.2% |
| Participant deferral / active EE | $2,830 | $4,279-33.9% | $3,958-28.5% | $6,407-55.8% |
| Admin fee / account holder | $1,234 | $6,198-80.1% | $6,033-79.5% | $12,270-89.9% |