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 | $188,447 | $85,766+119.7% | $136,294+38.3% | $70,131+168.7% |
| Participation rate | 63.9% | 74.2%-10.3pp | 81.9%-18.0pp | 69.5%-5.7pp |
| Annual return | 20.65% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,686 | $2,966-9.4% | $4,695-42.8% | $2,342+14.7% |
| Participant deferral / active EE | $6,543 | $5,051+29.5% | $6,247+4.7% | $3,332+96.4% |
| Admin fee / account holder | $4,131 | $5,420-23.8% | $9,243-55.3% | $4,645-11.1% |