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 | $186,027 | $100,773+84.6% | $88,946+109.1% | $142,382+30.7% |
| Participation rate | 53.8% | 74.3%-20.4pp | 68.8%-15.0pp | 80.1%-26.3pp |
| Annual return | 17.85% | 70.18%-52.3pp | 57.82%-40.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,392 | $2,918-52.3% | $2,555-45.5% | $4,299-67.6% |
| Participant deferral / active EE | $4,875 | $5,230-6.8% | $4,581+6.4% | $6,507-25.1% |
| Admin fee / account holder | $1,656 | $9,693-82.9% | $8,261-80.0% | $12,624-86.9% |