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 | $165,100 | $226,064-27.0% | $182,532-9.6% | $152,861+8.0% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.0%-36.3pp | 82.4%-40.8pp |
| Annual return | 21.50% | 192.51%-171.0pp | 148.54%-127.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,463 | $4,978-70.6% | $4,076-64.1% | $4,762-69.3% |
| Participant deferral / active EE | $2,937 | $6,368-53.9% | $5,524-46.8% | $5,850-49.8% |
| Admin fee / account holder | $4,739 | $10,703-55.7% | $8,592-44.8% | $11,596-59.1% |