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 | $139,907 | $24,730+465.7% | $66,042+111.8% | $84,808+65.0% |
| Participation rate | 66.7% | 68.1%-1.4pp | 67.5%-0.8pp | 68.3%-1.6pp |
| Annual return | 16.89% | 79.55%-62.7pp | 52.11%-35.2pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,645 | $857+208.7% | $1,579+67.5% | $2,631+0.5% |
| Participant deferral / active EE | $4,653 | $1,737+167.9% | $2,835+64.1% | $4,212+10.5% |
| Admin fee / account holder | $9,783 | $3,014+224.6% | $5,747+70.2% | $7,344+33.2% |