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 | $145,812 | $56,053+160.1% | $75,972+91.9% | $80,856+80.3% |
| Participation rate | 40.3% | 62.0%-21.8pp | 69.1%-28.8pp | 67.6%-27.4pp |
| Annual return | 16.23% | 20.53%-4.3pp | 359.55%-343.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $930 | $1,874-50.4% | $2,685-65.4% | $2,755-66.2% |
| Participant deferral / active EE | $2,497 | $3,052-18.2% | $4,255-41.3% | $4,296-41.9% |
| Admin fee / account holder | $5,523 | $5,234+5.5% | $6,467-14.6% | $6,918-20.2% |