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 | $146,517 | $96,484+51.9% | $75,886+93.1% | $152,861-4.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 12.23% | 33.98%-21.8pp | 30.76%-18.5pp | 345.32%-333.1pp |
| Employer contribution / active EE | $787 | $3,309-76.2% | $2,500-68.5% | $4,762-83.5% |
| Participant deferral / active EE | $3,003 | $4,553-34.0% | $3,603-16.7% | $5,850-48.7% |
| Admin fee / account holder | $6,928 | $8,078-14.2% | $5,418+27.9% | $11,596-40.3% |