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 | $150,354 | $124,319+20.9% | $111,297+35.1% | $167,490-10.2% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 15.38% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,823 | $3,435-46.9% | $2,731-33.2% | $4,837-62.3% |
| Participant deferral / active EE | $5,931 | $5,180+14.5% | $4,487+32.2% | $6,341-6.5% |
| Admin fee / account holder | $9,274 | $10,618-12.7% | $7,964+16.5% | $12,309-24.7% |