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 | $189,518 | $96,635+96.1% | $86,612+118.8% | $139,434+35.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 14.70% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,847 | $3,263-12.8% | $3,022-5.8% | $4,751-40.1% |
| Participant deferral / active EE | $7,871 | $4,836+62.8% | $4,438+77.4% | $6,710+17.3% |
| Admin fee / account holder | $21,298 | $6,408+232.4% | $5,614+279.4% | $11,403+86.8% |