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 | $193,601 | $107,934+79.4% | $91,989+110.5% | $152,861+26.7% |
| Participation rate | 61.5% | 81.2%-19.6pp | 78.6%-17.1pp | 82.4%-20.9pp |
| Annual return | 18.91% | 89.24%-70.3pp | 69.02%-50.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,279 | $4,210-45.9% | $3,452-34.0% | $4,762-52.1% |
| Participant deferral / active EE | $4,752 | $6,364-25.3% | $5,923-19.8% | $5,850-18.8% |
| Admin fee / account holder | $12,864 | $10,520+22.3% | $7,743+66.1% | $11,596+10.9% |