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 | $157,779 | $110,502+42.8% | $80,716+95.5% | $167,490-5.8% |
| Participation rate | 35.0% | 64.0%-29.0pp | 54.2%-19.2pp | 82.1%-47.1pp |
| Annual return | 20.25% | 120.54%-100.3pp | 87.28%-67.0pp | 478.56%-458.3pp |
| Employer contribution / active EE | $957 | $1,543-38.0% | $1,160-17.5% | $4,837-80.2% |
| Participant deferral / active EE | $3,052 | $2,871+6.3% | $2,146+42.2% | $6,341-51.9% |
| Admin fee / account holder | $1,092 | $4,545-76.0% | $3,380-67.7% | $12,309-91.1% |