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 | $182,811 | $124,319+47.1% | $111,297+64.3% | $167,490+9.1% |
| Participation rate | 56.3% | 79.6%-23.4pp | 77.3%-21.1pp | 82.1%-25.9pp |
| Annual return | 11.97% | 37.44%-25.5pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,440 | $3,435-58.1% | $2,731-47.3% | $4,837-70.2% |
| Participant deferral / active EE | $4,873 | $5,180-5.9% | $4,487+8.6% | $6,341-23.2% |
| Admin fee / account holder | $13,555 | $10,618+27.7% | $7,964+70.2% | $12,309+10.1% |