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 | $156,080 | $101,069+54.4% | $81,478+91.6% | $147,584+5.8% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 17.38% | 32.40%-15.0pp | 38.78%-21.4pp | 578.55%-561.2pp |
| Employer contribution / active EE | $780 | $3,205-75.7% | $2,568-69.6% | $4,876-84.0% |
| Participant deferral / active EE | $3,983 | $4,242-6.1% | $3,537+12.6% | $5,439-26.8% |
| Admin fee / account holder | $629 | $5,812-89.2% | $4,561-86.2% | $10,885-94.2% |