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 | $168,478 | $124,281+35.6% | $109,143+54.4% | $167,490+0.6% |
| Participation rate | 57.9% | 79.4%-21.6pp | 75.9%-18.0pp | 82.1%-24.2pp |
| Annual return | 17.03% | 26.04%-9.0pp | 25.75%-8.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,718 | $4,207-59.2% | $3,722-53.9% | $4,837-64.5% |
| Participant deferral / active EE | $5,630 | $5,255+7.1% | $4,653+21.0% | $6,341-11.2% |
| Admin fee / account holder | $17,375 | $7,970+118.0% | $6,752+157.3% | $12,309+41.2% |