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 | $163,817 | $102,966+59.1% | $90,281+81.5% | $152,861+7.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 30.05% | 95.16%-65.1pp | 78.10%-48.0pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,240 | $3,139-60.5% | $2,854-56.6% | $4,762-74.0% |
| Participant deferral / active EE | $5,609 | $4,281+31.0% | $3,885+44.4% | $5,850-4.1% |
| Admin fee / account holder | $1,311 | $6,171-78.7% | $5,351-75.5% | $11,596-88.7% |