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 | $160,197 | $129,217+24.0% | $93,406+71.5% | $158,922+0.8% |
| Participation rate | 59.1% | 71.0%-11.9pp | 66.8%-7.7pp | 82.0%-22.9pp |
| Annual return | 16.97% | 118.21%-101.2pp | 78.05%-61.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,239 | $2,711-54.3% | $2,075-40.3% | $4,761-74.0% |
| Participant deferral / active EE | $2,180 | $3,909-44.2% | $3,126-30.3% | $5,982-63.6% |
| Admin fee / account holder | $1,897 | $7,383-74.3% | $5,230-63.7% | $11,246-83.1% |