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 | $202,468 | $133,922+51.2% | $116,228+74.2% | $142,382+42.2% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.6%-29.1pp | 80.1%-34.7pp |
| Annual return | 14.96% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,531 | $3,446-55.6% | $2,994-48.9% | $4,299-64.4% |
| Participant deferral / active EE | $6,109 | $5,672+7.7% | $4,953+23.3% | $6,507-6.1% |
| Admin fee / account holder | $5,566 | $14,945-62.8% | $11,989-53.6% | $12,624-55.9% |