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 | $188,575 | $115,770+62.9% | $101,248+86.2% | $158,922+18.7% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 10.39% | 56.14%-45.8pp | 46.47%-36.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,641 | $4,175-60.7% | $3,660-55.1% | $4,761-65.5% |
| Participant deferral / active EE | $5,726 | $4,957+15.5% | $4,370+31.0% | $5,982-4.3% |
| Admin fee / account holder | $1,596 | $7,245-78.0% | $5,945-73.2% | $11,246-85.8% |