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 | $148,621 | $112,096+32.6% | $95,952+54.9% | $158,922-6.5% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 8.39% | 171.09%-162.7pp | 91.61%-83.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,993 | $3,198-37.7% | $2,541-21.6% | $4,761-58.1% |
| Participant deferral / active EE | $7,639 | $4,784+59.7% | $4,167+83.3% | $5,982+27.7% |
| Admin fee / account holder | $15,295 | $10,130+51.0% | $6,795+125.1% | $11,246+36.0% |