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 | $185,749 | $64,324+188.8% | $118,925+56.2% | $79,858+132.6% |
| Participation rate | 53.6% | 64.9%-11.3pp | 75.4%-21.8pp | 69.6%-16.1pp |
| Annual return | 17.01% | 86.45%-69.4pp | 35.88%-18.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $566 | $1,836-69.2% | $3,263-82.6% | $2,471-77.1% |
| Participant deferral / active EE | $2,250 | $2,824-20.3% | $4,265-47.3% | $3,740-39.8% |
| Admin fee / account holder | $2,611 | $4,040-35.4% | $6,581-60.3% | $5,306-50.8% |