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 | $161,431 | $116,175+39.0% | $93,606+72.5% | $152,861+5.6% |
| Participation rate | 64.7% | 78.0%-13.3pp | 75.8%-11.1pp | 82.4%-17.7pp |
| Annual return | 26.31% | 35.96%-9.6pp | 32.76%-6.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,517 | $3,218-52.9% | $2,718-44.2% | $4,762-68.1% |
| Participant deferral / active EE | $2,083 | $4,603-54.8% | $4,069-48.8% | $5,850-64.4% |
| Admin fee / account holder | $490 | $10,748-95.4% | $7,888-93.8% | $11,596-95.8% |