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 | $151,094 | $107,334+40.8% | $92,893+62.7% | $152,861-1.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 14.15% | 145.58%-131.4pp | 109.41%-95.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,149 | $4,221-72.8% | $3,653-68.5% | $4,762-75.9% |
| Participant deferral / active EE | $3,032 | $4,845-37.4% | $4,236-28.4% | $5,850-48.2% |
| Admin fee / account holder | $1,609 | $7,079-77.3% | $5,794-72.2% | $11,596-86.1% |