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 | $196,498 | $124,319+58.1% | $111,297+76.6% | $167,490+17.3% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 18.14% | 37.44%-19.3pp | 54.65%-36.5pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,195 | $3,435-65.2% | $2,731-56.3% | $4,837-75.3% |
| Participant deferral / active EE | $2,789 | $5,180-46.2% | $4,487-37.8% | $6,341-56.0% |
| Admin fee / account holder | $1,372 | $10,618-87.1% | $7,964-82.8% | $12,309-88.9% |