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 | $157,382 | $112,881+39.4% | $90,951+73.0% | $158,922-1.0% |
| Participation rate | 58.8% | 74.7%-15.9pp | 69.0%-10.2pp | 82.0%-23.1pp |
| Annual return | 23.91% | 215.79%-191.9pp | 134.60%-110.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $1,257 | $2,893-56.5% | $2,122-40.8% | $4,761-73.6% |
| Participant deferral / active EE | $5,848 | $4,128+41.7% | $3,373+73.4% | $5,982-2.2% |
| Admin fee / account holder | $19,217 | $8,041+139.0% | $5,959+222.5% | $11,246+70.9% |