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 | $157,240 | $101,069+55.6% | $81,478+93.0% | $147,584+6.5% |
| Participation rate | 53.8% | 74.5%-20.6pp | 68.0%-14.1pp | 82.8%-29.0pp |
| Annual return | 17.05% | 32.40%-15.4pp | 38.78%-21.7pp | 578.55%-561.5pp |
| Employer contribution / active EE | $795 | $3,205-75.2% | $2,568-69.0% | $4,876-83.7% |
| Participant deferral / active EE | $6,410 | $4,242+51.1% | $3,537+81.3% | $5,439+17.9% |
| Admin fee / account holder | $1,174 | $5,812-79.8% | $4,561-74.3% | $10,885-89.2% |