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 | $144,712 | $96,484+50.0% | $75,886+90.7% | $152,861-5.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 24.58% | 33.98%-9.4pp | 30.76%-6.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,306 | $3,309-60.5% | $2,500-47.8% | $4,762-72.6% |
| Participant deferral / active EE | $4,370 | $4,553-4.0% | $3,603+21.3% | $5,850-25.3% |
| Admin fee / account holder | $503 | $8,078-93.8% | $5,418-90.7% | $11,596-95.7% |