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 | $148,605 | $60,124+147.2% | $90,404+64.4% | $79,858+86.1% |
| Participation rate | 62.2% | 65.0%-2.8pp | 72.7%-10.5pp | 69.6%-7.5pp |
| Annual return | 23.32% | 71.94%-48.6pp | 1293.02%-1269.7pp | 31.71%-8.4pp |
| Employer contribution / active EE | $2,641 | $2,068+27.7% | $3,262-19.0% | $2,471+6.9% |
| Participant deferral / active EE | $7,291 | $2,938+148.1% | $3,963+84.0% | $3,740+94.9% |
| Admin fee / account holder | $8,554 | $3,976+115.1% | $5,611+52.4% | $5,306+61.2% |