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 | $150,255 | $176,377-14.8% | $134,143+12.0% | $158,922-5.5% |
| Participation rate | 16.7% | 78.7%-62.0pp | 72.2%-55.5pp | 82.0%-65.3pp |
| Annual return | 14.03% | 63.63%-49.6pp | 36.33%-22.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,055 | $5,040-79.1% | $3,704-71.5% | $4,761-77.8% |
| Participant deferral / active EE | $2,636 | $4,091-35.6% | $3,499-24.7% | $5,982-55.9% |
| Admin fee / account holder | $1,540 | $8,718-82.3% | $6,684-77.0% | $11,246-86.3% |