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 | $177,671 | $85,766+107.2% | $136,294+30.4% | $70,131+153.3% |
| Participation rate | 51.5% | 74.2%-22.6pp | 81.9%-30.4pp | 69.5%-18.0pp |
| Annual return | 17.98% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,843 | $2,966-37.9% | $4,695-60.7% | $2,342-21.3% |
| Participant deferral / active EE | $6,171 | $5,051+22.2% | $6,247-1.2% | $3,332+85.2% |
| Admin fee / account holder | $9,320 | $5,420+71.9% | $9,243+0.8% | $4,645+100.6% |