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 | $147,119 | $64,839+126.9% | $95,585+53.9% | $84,808+73.5% |
| Participation rate | 52.8% | 63.8%-11.0pp | 72.1%-19.2pp | 68.3%-15.5pp |
| Annual return | 16.70% | -670.96%+687.7pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,369 | $1,759+34.7% | $2,527-6.2% | $2,631-9.9% |
| Participant deferral / active EE | $4,892 | $2,965+65.0% | $4,023+21.6% | $4,212+16.2% |
| Admin fee / account holder | $20,306 | $5,964+240.5% | $6,127+231.4% | $7,344+176.5% |