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 | $178,309 | $123,909+43.9% | $69,647+156.0% | $145,922+22.2% |
| Participation rate | 40.9% | 69.2%-28.3pp | 66.5%-25.5pp | 80.3%-39.4pp |
| Annual return | 14.24% | 190.55%-176.3pp | 100.48%-86.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,811 | $2,682-32.5% | $1,712+5.8% | $4,660-61.1% |
| Participant deferral / active EE | $4,243 | $4,236+0.2% | $2,886+47.0% | $6,688-36.6% |
| Admin fee / account holder | $15,583 | $7,863+98.2% | $4,713+230.7% | $13,397+16.3% |