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 | $156,564 | $112,096+39.7% | $95,952+63.2% | $158,922-1.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 12.17% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,687 | $3,198-47.2% | $2,541-33.6% | $4,761-64.6% |
| Participant deferral / active EE | $2,733 | $4,784-42.9% | $4,167-34.4% | $5,982-54.3% |
| Admin fee / account holder | $2,425 | $10,130-76.1% | $6,795-64.3% | $11,246-78.4% |