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 | $171,828 | $133,922+28.3% | $116,228+47.8% | $142,382+20.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 12.36% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $860 | $3,446-75.0% | $2,994-71.3% | $4,299-80.0% |
| Participant deferral / active EE | $2,490 | $5,672-56.1% | $4,953-49.7% | $6,507-61.7% |
| Admin fee / account holder | $23,577 | $14,945+57.8% | $11,989+96.7% | $12,624+86.8% |