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 | $187,102 | $100,773+85.7% | $88,946+110.4% | $142,382+31.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 18.21% | 70.18%-52.0pp | 57.82%-39.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,023 | $2,918-30.7% | $2,555-20.8% | $4,299-52.9% |
| Participant deferral / active EE | $5,045 | $5,230-3.5% | $4,581+10.1% | $6,507-22.5% |
| Admin fee / account holder | $1,603 | $9,693-83.5% | $8,261-80.6% | $12,624-87.3% |