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 | $183,626 | $129,217+42.1% | $93,406+96.6% | $158,922+15.5% |
| Participation rate | 68.8% | 71.0%-2.2pp | 66.8%+1.9pp | 82.0%-13.2pp |
| Annual return | 13.58% | 118.21%-104.6pp | 78.05%-64.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,879 | $2,711-30.7% | $2,075-9.4% | $4,761-60.5% |
| Participant deferral / active EE | $7,433 | $3,909+90.2% | $3,126+137.8% | $5,982+24.3% |
| Admin fee / account holder | $11,605 | $7,383+57.2% | $5,230+121.9% | $11,246+3.2% |