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 | $160,983 | $126,574+27.2% | $106,213+51.6% | $145,922+10.3% |
| Participation rate | 45.5% | 77.6%-32.2pp | 75.3%-29.8pp | 80.3%-34.8pp |
| Annual return | 9.46% | 224.79%-215.3pp | 116.14%-106.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $975 | $3,730-73.9% | $3,171-69.2% | $4,660-79.1% |
| Participant deferral / active EE | $2,113 | $5,724-63.1% | $5,016-57.9% | $6,688-68.4% |
| Admin fee / account holder | $4,773 | $17,304-72.4% | $11,033-56.7% | $13,397-64.4% |