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 | $145,334 | $124,281+16.9% | $109,143+33.2% | $167,490-13.2% |
| Participation rate | 26.7% | 79.4%-52.8pp | 75.9%-49.2pp | 82.1%-55.4pp |
| Annual return | 15.14% | 26.04%-10.9pp | 25.75%-10.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $917 | $4,207-78.2% | $3,722-75.4% | $4,837-81.0% |
| Participant deferral / active EE | $3,399 | $5,255-35.3% | $4,653-27.0% | $6,341-46.4% |
| Admin fee / account holder | $4,795 | $7,970-39.8% | $6,752-29.0% | $12,309-61.0% |