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 | $162,292 | $112,096+44.8% | $95,952+69.1% | $158,922+2.1% |
| Participation rate | 41.2% | 79.0%-37.8pp | 77.1%-35.9pp | 82.0%-40.8pp |
| Annual return | 18.34% | 171.09%-152.8pp | 91.61%-73.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,138 | $3,198-64.4% | $2,541-55.2% | $4,761-76.1% |
| Participant deferral / active EE | $4,055 | $4,784-15.2% | $4,167-2.7% | $5,982-32.2% |
| Admin fee / account holder | $1,601 | $10,130-84.2% | $6,795-76.4% | $11,246-85.8% |