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 | $23,330+499.7% | $64,489+116.9% | $82,448+69.7% |
| Participation rate | 66.7% | 68.3%-1.6pp | 67.7%-1.0pp | 68.1%-1.4pp |
| Annual return | 16.89% | 83.66%-66.8pp | 55.03%-38.1pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,645 | $824+220.8% | $1,523+73.6% | $2,551+3.7% |
| Participant deferral / active EE | $4,653 | $1,707+172.5% | $2,778+67.5% | $4,139+12.4% |
| Admin fee / account holder | $9,783 | $2,946+232.1% | $4,260+129.6% | $7,234+35.2% |