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 | $150,310 | $102,547+46.6% | $78,210+92.2% | $147,584+1.8% |
| Participation rate | 55.6% | 74.4%-18.9pp | 68.7%-13.2pp | 82.8%-27.3pp |
| Annual return | 20.86% | 51.08%-30.2pp | 40.90%-20.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,523 | $2,617-3.6% | $2,034+24.1% | $4,876-48.3% |
| Participant deferral / active EE | $7,178 | $3,481+106.2% | $2,823+154.3% | $5,439+32.0% |
| Admin fee / account holder | $818 | $5,059-83.8% | $3,758-78.2% | $10,885-92.5% |