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 | $159,532 | $112,881+41.3% | $90,951+75.4% | $158,922+0.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 18.06% | 215.79%-197.7pp | 134.60%-116.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,210 | $2,893-58.2% | $2,122-43.0% | $4,761-74.6% |
| Participant deferral / active EE | $6,890 | $4,128+66.9% | $3,373+104.3% | $5,982+15.2% |
| Admin fee / account holder | $1,127 | $8,041-86.0% | $5,959-81.1% | $11,246-90.0% |