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 | $145,717 | $118,680+22.8% | $98,907+47.3% | $158,922-8.3% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 17.79% | 372.35%-354.6pp | 196.43%-178.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,253 | $3,333-32.4% | $2,689-16.2% | $4,761-52.7% |
| Participant deferral / active EE | $6,213 | $5,088+22.1% | $4,244+46.4% | $5,982+3.9% |
| Admin fee / account holder | $6,720 | $10,131-33.7% | $6,642+1.2% | $11,246-40.2% |