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 | $160,151 | $95,416+67.8% | $185,823-13.8% | $85,850+86.5% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 14.88% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,689 | $3,314-49.0% | $5,167-67.3% | $2,565-34.2% |
| Participant deferral / active EE | $4,073 | $3,423+19.0% | $5,568-26.8% | $3,952+3.1% |
| Admin fee / account holder | $826 | $7,213-88.5% | $16,237-94.9% | $6,260-86.8% |