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 | $166,348 | $115,770+43.7% | $101,248+64.3% | $158,922+4.7% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.6pp | 82.0%-18.8pp |
| Annual return | 11.25% | 56.14%-44.9pp | 46.47%-35.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,584 | $4,175-62.0% | $3,660-56.7% | $4,761-66.7% |
| Participant deferral / active EE | $5,354 | $4,957+8.0% | $4,370+22.5% | $5,982-10.5% |
| Admin fee / account holder | $9,368 | $7,245+29.3% | $5,945+57.6% | $11,246-16.7% |