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 | $166,261 | $118,680+40.1% | $98,907+68.1% | $158,922+4.6% |
| Participation rate | 37.5% | 77.8%-40.3pp | 76.0%-38.5pp | 82.0%-44.5pp |
| Annual return | 17.04% | 372.35%-355.3pp | 196.43%-179.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $996 | $3,333-70.1% | $2,689-63.0% | $4,761-79.1% |
| Participant deferral / active EE | $6,000 | $5,088+17.9% | $4,244+41.4% | $5,982+0.3% |
| Admin fee / account holder | $5,910 | $10,131-41.7% | $6,642-11.0% | $11,246-47.4% |