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 | $178,612 | $61,774+189.1% | $97,226+83.7% | $80,856+120.9% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.7%-22.7pp | 67.6%-17.6pp |
| Annual return | 23.78% | -557.90%+581.7pp | 75.13%-51.4pp | 35.59%-11.8pp |
| Employer contribution / active EE | $5,091 | $1,837+177.2% | $2,729+86.6% | $2,755+84.8% |
| Participant deferral / active EE | $1,314 | $3,029-56.6% | $4,264-69.2% | $4,296-69.4% |
| Admin fee / account holder | $3,272 | $5,166-36.7% | $5,654-42.1% | $6,918-52.7% |