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 | $201,686 | $232,540-13.3% | $185,117+9.0% | $147,584+36.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 18.95% | 43.03%-24.1pp | 40.50%-21.5pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,801 | $5,195-65.3% | $4,182-56.9% | $4,876-63.1% |
| Participant deferral / active EE | $5,100 | $5,834-12.6% | $5,045+1.1% | $5,439-6.2% |
| Admin fee / account holder | $530 | $10,275-94.8% | $8,159-93.5% | $10,885-95.1% |