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 | $163,612 | $111,814+46.3% | $103,374+58.3% | $145,959+12.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.21% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,084 | $4,214-50.5% | $3,869-46.1% | $4,661-55.3% |
| Participant deferral / active EE | $6,128 | $5,618+9.1% | $5,058+21.2% | $6,689-8.4% |
| Admin fee / account holder | $11,125 | $9,754+14.0% | $8,394+32.5% | $13,398-17.0% |