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 | $156,469 | $70,428+122.2% | $96,562+62.0% | $85,850+82.3% |
| Participation rate | 30.6% | 61.8%-31.2pp | 69.8%-39.2pp | 69.3%-38.7pp |
| Annual return | 14.46% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $943 | $1,413-33.3% | $2,356-60.0% | $2,565-63.3% |
| Participant deferral / active EE | $2,553 | $2,894-11.8% | $3,849-33.7% | $3,952-35.4% |
| Admin fee / account holder | $1,163 | $4,997-76.7% | $6,181-81.2% | $6,260-81.4% |