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 | $179,685 | $118,849+51.2% | $96,562+86.1% | $167,490+7.3% |
| Participation rate | 63.6% | 75.5%-11.8pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 13.54% | 50.49%-36.9pp | 37.78%-24.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,343 | $3,120-56.9% | $2,356-43.0% | $4,837-72.2% |
| Participant deferral / active EE | $4,826 | $4,616+4.5% | $3,849+25.4% | $6,341-23.9% |
| Admin fee / account holder | $998 | $8,065-87.6% | $6,181-83.8% | $12,309-91.9% |