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 | $159,575 | $79,449+100.9% | $189,557-15.8% | $85,850+85.9% |
| Participation rate | 47.8% | 66.0%-18.2pp | 78.4%-30.7pp | 69.3%-21.5pp |
| Annual return | 15.92% | 18.45%-2.5pp | 64.17%-48.3pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,697 | $2,081-18.4% | $4,412-61.5% | $2,565-33.8% |
| Participant deferral / active EE | $3,462 | $4,051-14.5% | $6,174-43.9% | $3,952-12.4% |
| Admin fee / account holder | $4,844 | $5,377-9.9% | $9,807-50.6% | $6,260-22.6% |