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 | $158,457 | $124,319+27.5% | $111,297+42.4% | $167,490-5.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 18.42% | 37.44%-19.0pp | 54.65%-36.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,380 | $3,435-59.8% | $2,731-49.5% | $4,837-71.5% |
| Participant deferral / active EE | $4,083 | $5,180-21.2% | $4,487-9.0% | $6,341-35.6% |
| Admin fee / account holder | $1,158 | $10,618-89.1% | $7,964-85.5% | $12,309-90.6% |