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 | $183,621 | $149,679+22.7% | $117,039+56.9% | $147,584+24.4% |
| Participation rate | 64.7% | 83.5%-18.8pp | 77.2%-12.5pp | 82.8%-18.1pp |
| Annual return | 16.19% | 19.31%-3.1pp | 18.95%-2.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,264 | $4,937-74.4% | $3,785-66.6% | $4,876-74.1% |
| Participant deferral / active EE | $4,609 | $4,912-6.2% | $3,929+17.3% | $5,439-15.3% |
| Admin fee / account holder | $5,823 | $7,856-25.9% | $5,974-2.5% | $10,885-46.5% |