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 | $156,534 | $96,635+62.0% | $86,612+80.7% | $139,434+12.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 14.56% | 106.41%-91.9pp | 591.07%-576.5pp | 372.94%-358.4pp |
| Employer contribution / active EE | $974 | $3,263-70.1% | $3,022-67.8% | $4,751-79.5% |
| Participant deferral / active EE | $6,567 | $4,836+35.8% | $4,438+48.0% | $6,710-2.1% |
| Admin fee / account holder | $627 | $6,408-90.2% | $5,614-88.8% | $11,403-94.5% |