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 | $151,170 | $91,037+66.1% | $71,671+110.9% | $147,584+2.4% |
| Participation rate | 68.8% | 76.1%-7.4pp | 68.7%0pp | 82.8%-14.1pp |
| Annual return | 13.08% | 20.48%-7.4pp | 20.65%-7.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,717 | $3,327-18.3% | $2,460+10.4% | $4,876-44.3% |
| Participant deferral / active EE | $7,487 | $4,498+66.4% | $3,438+117.8% | $5,439+37.7% |
| Admin fee / account holder | $6,174 | $8,613-28.3% | $5,558+11.1% | $10,885-43.3% |