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 | $141,222 | $115,770+22.0% | $101,248+39.5% | $158,922-11.1% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 10.99% | 56.14%-45.1pp | 46.47%-35.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,575 | $4,175-62.3% | $3,660-57.0% | $4,761-66.9% |
| Participant deferral / active EE | $4,793 | $4,957-3.3% | $4,370+9.7% | $5,982-19.9% |
| Admin fee / account holder | $10,746 | $7,245+48.3% | $5,945+80.7% | $11,246-4.4% |