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 | $150,486 | $102,966+46.2% | $90,281+66.7% | $152,861-1.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 26.73% | 95.16%-68.4pp | 78.10%-51.4pp | 345.32%-318.6pp |
| Employer contribution / active EE | $692 | $3,139-78.0% | $2,854-75.8% | $4,762-85.5% |
| Participant deferral / active EE | $2,313 | $4,281-46.0% | $3,885-40.5% | $5,850-60.5% |
| Admin fee / account holder | $5,982 | $6,171-3.1% | $5,351+11.8% | $11,596-48.4% |