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 | $147,700 | $115,770+27.6% | $101,248+45.9% | $158,922-7.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 25.57% | 56.14%-30.6pp | 46.47%-20.9pp | 302.83%-277.3pp |
| Employer contribution / active EE | $1,938 | $4,175-53.6% | $3,660-47.1% | $4,761-59.3% |
| Participant deferral / active EE | $5,812 | $4,957+17.2% | $4,370+33.0% | $5,982-2.8% |
| Admin fee / account holder | $4,665 | $7,245-35.6% | $5,945-21.5% | $11,246-58.5% |