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 | $117,459 | $27,915+320.8% | $58,482+100.8% | $75,163+56.3% |
| Participation rate | 38.5% | 38.8%-0.4pp | 50.9%-12.4pp | 67.2%-28.7pp |
| Annual return | 19.60% | 44.20%-24.6pp | 4239.32%-4219.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,377 | $669+255.2% | $1,053+125.6% | $2,670-11.0% |
| Participant deferral / active EE | $5,894 | $1,201+390.6% | $1,924+206.4% | $4,125+42.9% |
| Admin fee / account holder | $11,643 | $1,726+574.7% | $2,516+362.8% | $5,651+106.0% |