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 | $164,087 | $80,812+103.0% | $160,784+2.1% | $82,448+99.0% |
| Participation rate | 66.7% | 66.2%+0.4pp | 77.0%-10.3pp | 68.1%-1.4pp |
| Annual return | 15.50% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,443 | $2,174+12.4% | $3,733-34.5% | $2,551-4.2% |
| Participant deferral / active EE | $6,874 | $4,335+58.5% | $6,293+9.2% | $4,139+66.1% |
| Admin fee / account holder | $12,575 | $7,695+63.4% | $9,717+29.4% | $7,234+73.8% |