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 | $141,341 | $85,202+65.9% | $172,739-18.2% | $72,985+93.7% |
| Participation rate | 67.7% | 70.1%-2.3pp | 82.6%-14.9pp | 69.5%-1.7pp |
| Annual return | 20.34% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,783 | $3,324-16.3% | $5,143-45.9% | $2,440+14.1% |
| Participant deferral / active EE | $5,297 | $3,260+62.5% | $5,198+1.9% | $3,607+46.8% |
| Admin fee / account holder | $24,816 | $5,884+321.8% | $13,954+77.8% | $5,124+384.3% |