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 | $107,923 | $63,346+70.4% | $92,233+17.0% | $70,131+53.9% |
| Participation rate | 63.2% | 68.7%-5.5pp | 76.5%-13.3pp | 69.5%-6.4pp |
| Annual return | 12.71% | 530.12%-517.4pp | 176.28%-163.6pp | 73.14%-60.4pp |
| Employer contribution / active EE | $3,075 | $2,471+24.5% | $3,679-16.4% | $2,342+31.3% |
| Participant deferral / active EE | $5,537 | $2,854+94.0% | $3,897+42.1% | $3,332+66.2% |
| Admin fee / account holder | $1,529 | $3,840-60.2% | $5,194-70.6% | $4,645-67.1% |