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 | $154,957 | $86,286+79.6% | $111,297+39.2% | $85,850+80.5% |
| Participation rate | 68.0% | 73.3%-5.3pp | 77.3%-9.3pp | 69.3%-1.3pp |
| Annual return | 16.07% | 19.99%-3.9pp | 54.65%-38.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $834 | $2,043-59.2% | $2,731-69.5% | $2,565-67.5% |
| Participant deferral / active EE | $2,159 | $3,641-40.7% | $4,487-51.9% | $3,952-45.4% |
| Admin fee / account holder | $57,910 | $8,188+607.3% | $7,964+627.2% | $6,260+825.1% |