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 | $165,540 | $96,965+70.7% | $97,995+68.9% | $147,584+12.2% |
| Participation rate | 36.8% | 83.6%-46.8pp | 82.4%-45.5pp | 82.8%-46.0pp |
| Annual return | 21.39% | 24.11%-2.7pp | 23.94%-2.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,553 | $4,536-65.8% | $4,158-62.7% | $4,876-68.2% |
| Participant deferral / active EE | $3,609 | $5,081-29.0% | $5,097-29.2% | $5,439-33.6% |
| Admin fee / account holder | $5,499 | $8,120-32.3% | $5,943-7.5% | $10,885-49.5% |