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 | $89,455 | $65,561+36.4% | $86,188+3.8% | $75,163+19.0% |
| Participation rate | 52.0% | 60.5%-8.5pp | 69.0%-17.0pp | 67.2%-15.2pp |
| Annual return | 20.53% | 46.05%-25.5pp | 1168.45%-1147.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,998 | $1,553+28.7% | $2,380-16.1% | $2,670-25.2% |
| Participant deferral / active EE | $4,273 | $3,024+41.3% | $3,985+7.2% | $4,125+3.6% |
| Admin fee / account holder | $4,775 | $5,474-12.8% | $6,852-30.3% | $5,651-15.5% |