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 | $178,860 | $100,041+78.8% | $149,718+19.5% | $70,131+155.0% |
| Participation rate | 51.7% | 83.6%-31.9pp | 87.1%-35.3pp | 69.5%-17.8pp |
| Annual return | 17.81% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,527 | $3,662-31.0% | $5,445-53.6% | $2,342+7.9% |
| Participant deferral / active EE | $3,422 | $4,983-31.3% | $6,569-47.9% | $3,332+2.7% |
| Admin fee / account holder | $2,104 | $8,286-74.6% | $11,283-81.4% | $4,645-54.7% |