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 | $147,002 | $100,773+45.9% | $88,946+65.3% | $142,382+3.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 11.62% | 70.18%-58.6pp | 57.82%-46.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,054 | $2,918-29.6% | $2,555-19.6% | $4,299-52.2% |
| Participant deferral / active EE | $4,912 | $5,230-6.1% | $4,581+7.2% | $6,507-24.5% |
| Admin fee / account holder | $1,779 | $9,693-81.6% | $8,261-78.5% | $12,624-85.9% |