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 | $154,879 | $53,516+189.4% | $126,539+22.4% | $84,808+82.6% |
| Participation rate | 68.1% | 58.2%+9.8pp | 69.8%-1.7pp | 68.3%-0.2pp |
| Annual return | 19.71% | 58.34%-38.6pp | 425.95%-406.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $4,685 | $1,535+205.3% | $3,674+27.5% | $2,631+78.1% |
| Participant deferral / active EE | $9,933 | $2,671+271.9% | $4,083+143.3% | $4,212+135.8% |
| Admin fee / account holder | $9,061 | $4,497+101.5% | $6,065+49.4% | $7,344+23.4% |