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 | $157,201 | $111,754+40.7% | $103,333+52.1% | $145,922+7.7% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 9.45% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,930 | $4,212-54.2% | $3,868-50.1% | $4,660-58.6% |
| Participant deferral / active EE | $5,948 | $5,619+5.9% | $5,057+17.6% | $6,688-11.1% |
| Admin fee / account holder | $1,348 | $9,750-86.2% | $8,355-83.9% | $13,397-89.9% |