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 | $131,255 | $98,240+33.6% | $82,313+59.5% | $147,584-11.1% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 15.31% | 30.85%-15.5pp | 25.88%-10.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,228 | $3,192-61.5% | $2,428-49.4% | $4,876-74.8% |
| Participant deferral / active EE | $4,317 | $4,383-1.5% | $3,706+16.5% | $5,439-20.6% |
| Admin fee / account holder | $364 | $8,563-95.8% | $5,608-93.5% | $10,885-96.7% |