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 | $177,963 | $162,781+9.3% | $133,956+32.9% | $158,922+12.0% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 13.98% | 41.94%-28.0pp | 45.09%-31.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,437 | $4,975-71.1% | $3,919-63.3% | $4,761-69.8% |
| Participant deferral / active EE | $1,825 | $5,911-69.1% | $5,048-63.8% | $5,982-69.5% |
| Admin fee / account holder | $14,670 | $11,736+25.0% | $8,927+64.3% | $11,246+30.4% |