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 | $147,738 | $117,841+25.4% | $102,423+44.2% | $145,922+1.2% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 24.52% | 31.65%-7.1pp | 29.32%-4.8pp | 561.29%-536.8pp |
| Employer contribution / active EE | $861 | $3,615-76.2% | $3,023-71.5% | $4,660-81.5% |
| Participant deferral / active EE | $3,443 | $5,731-39.9% | $5,053-31.9% | $6,688-48.5% |
| Admin fee / account holder | $1,958 | $13,326-85.3% | $9,451-79.3% | $13,397-85.4% |