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 | $150,609 | $111,814+34.7% | $103,374+45.7% | $145,959+3.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 23.23% | 24.77%-1.5pp | 24.89%-1.7pp | 561.95%-538.7pp |
| Employer contribution / active EE | $1,790 | $4,214-57.5% | $3,869-53.7% | $4,661-61.6% |
| Participant deferral / active EE | $4,485 | $5,618-20.2% | $5,058-11.3% | $6,689-33.0% |
| Admin fee / account holder | $4,334 | $9,754-55.6% | $8,394-48.4% | $13,398-67.7% |