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 | $148,166 | $118,849+24.7% | $96,562+53.4% | $167,490-11.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 15.06% | 50.49%-35.4pp | 37.78%-22.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $836 | $3,120-73.2% | $2,356-64.5% | $4,837-82.7% |
| Participant deferral / active EE | $12,432 | $4,616+169.3% | $3,849+223.0% | $6,341+96.1% |
| Admin fee / account holder | $949 | $8,065-88.2% | $6,181-84.6% | $12,309-92.3% |