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 | $192,673 | $115,770+66.4% | $101,248+90.3% | $158,922+21.2% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 17.36% | 56.14%-38.8pp | 46.47%-29.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,250 | $4,175-70.1% | $3,660-65.8% | $4,761-73.7% |
| Participant deferral / active EE | $4,429 | $4,957-10.7% | $4,370+1.3% | $5,982-26.0% |
| Admin fee / account holder | $789 | $7,245-89.1% | $5,945-86.7% | $11,246-93.0% |