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 | $168,371 | $118,680+41.9% | $98,907+70.2% | $158,922+5.9% |
| Participation rate | 65.0% | 77.8%-12.8pp | 76.0%-11.0pp | 82.0%-17.0pp |
| Annual return | 8.48% | 372.35%-363.9pp | 196.43%-188.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,342 | $3,333-59.7% | $2,689-50.1% | $4,761-71.8% |
| Participant deferral / active EE | $3,107 | $5,088-38.9% | $4,244-26.8% | $5,982-48.1% |
| Admin fee / account holder | $5,439 | $10,131-46.3% | $6,642-18.1% | $11,246-51.6% |