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 | $210,620 | $112,096+87.9% | $95,952+119.5% | $158,922+32.5% |
| Participation rate | 45.8% | 79.0%-33.1pp | 77.1%-31.2pp | 82.0%-36.1pp |
| Annual return | 28.43% | 171.09%-142.7pp | 91.61%-63.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,329 | $3,198-58.5% | $2,541-47.7% | $4,761-72.1% |
| Participant deferral / active EE | $2,361 | $4,784-50.7% | $4,167-43.3% | $5,982-60.5% |
| Admin fee / account holder | $844 | $10,130-91.7% | $6,795-87.6% | $11,246-92.5% |