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 | $168,800 | $115,770+45.8% | $101,248+66.7% | $158,922+6.2% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 14.60% | 56.14%-41.5pp | 46.47%-31.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,328 | $4,175-20.3% | $3,660-9.1% | $4,761-30.1% |
| Participant deferral / active EE | $6,431 | $4,957+29.7% | $4,370+47.2% | $5,982+7.5% |
| Admin fee / account holder | $687 | $7,245-90.5% | $5,945-88.4% | $11,246-93.9% |