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 | $167,700 | $112,881+48.6% | $90,951+84.4% | $158,922+5.5% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 6.81% | 215.79%-209.0pp | 134.60%-127.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,360 | $2,893-53.0% | $2,122-35.9% | $4,761-71.4% |
| Participant deferral / active EE | $2,693 | $4,128-34.8% | $3,373-20.2% | $5,982-55.0% |
| Admin fee / account holder | $1,320 | $8,041-83.6% | $5,959-77.8% | $11,246-88.3% |