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 | $171,412 | $84,233+103.5% | $170,442+0.6% | $70,131+144.4% |
| Participation rate | 47.1% | 70.8%-23.8pp | 83.6%-36.5pp | 69.5%-22.5pp |
| Annual return | 16.11% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,299 | $3,387-61.7% | $5,433-76.1% | $2,342-44.6% |
| Participant deferral / active EE | $3,085 | $3,0860% | $4,939-37.5% | $3,332-7.4% |
| Admin fee / account holder | $870 | $5,698-84.7% | $13,880-93.7% | $4,645-81.3% |