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 | $109,940 | $29,660+270.7% | $56,411+94.9% | $80,856+36.0% |
| Participation rate | 53.9% | 41.6%+12.3pp | 52.5%+1.5pp | 67.6%-13.7pp |
| Annual return | 14.30% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,713 | $669+155.9% | $1,039+64.9% | $2,755-37.8% |
| Participant deferral / active EE | $4,240 | $1,226+245.8% | $1,952+117.2% | $4,296-1.3% |
| Admin fee / account holder | $9,083 | $2,428+274.2% | $2,829+221.1% | $6,918+31.3% |