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 | $178,347 | $69,207+157.7% | $64,056+178.4% | $139,434+27.9% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 11.26% | 45.88%-34.6pp | 33.69%-22.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $5,352 | $3,182+68.2% | $2,747+94.9% | $4,751+12.6% |
| Participant deferral / active EE | $4,863 | $4,682+3.9% | $3,880+25.3% | $6,710-27.5% |
| Admin fee / account holder | $8,321 | $4,244+96.1% | $3,068+171.2% | $11,403-27.0% |