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 | $173,234 | $115,708+49.7% | $65,255+165.5% | $139,434+24.2% |
| Participation rate | 64.7% | 67.8%-3.1pp | 65.0%-0.3pp | 80.3%-15.6pp |
| Annual return | 16.86% | 31.19%-14.3pp | 47.35%-30.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,149 | $2,599-55.8% | $1,691-32.0% | $4,751-75.8% |
| Participant deferral / active EE | $2,972 | $4,240-29.9% | $2,831+5.0% | $6,710-55.7% |
| Admin fee / account holder | $1,353 | $6,698-79.8% | $4,112-67.1% | $11,403-88.1% |