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 | $207,069 | $157,256+31.7% | $141,162+46.7% | $152,861+35.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 15.19% | 64.32%-49.1pp | 71.39%-56.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,165 | $5,261-77.8% | $4,735-75.4% | $4,762-75.5% |
| Participant deferral / active EE | $3,472 | $7,109-51.2% | $6,709-48.3% | $5,850-40.7% |
| Admin fee / account holder | $25,350 | $12,120+109.2% | $10,261+147.0% | $11,596+118.6% |