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 | $186,188 | $118,680+56.9% | $98,907+88.2% | $158,922+17.2% |
| Participation rate | 58.8% | 77.8%-19.0pp | 76.0%-17.2pp | 82.0%-23.1pp |
| Annual return | 12.07% | 372.35%-360.3pp | 196.43%-184.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,154 | $3,333-35.4% | $2,689-19.9% | $4,761-54.8% |
| Participant deferral / active EE | $4,581 | $5,088-10.0% | $4,244+7.9% | $5,982-23.4% |
| Admin fee / account holder | $17,074 | $10,131+68.5% | $6,642+157.1% | $11,246+51.8% |