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 | $232,977 | $102,317+127.7% | $146,958+58.5% | $80,856+188.1% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.2%-20.6pp | 67.6%-6.1pp |
| Annual return | 15.58% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,592 | $3,713+50.6% | $4,933+13.4% | $2,755+103.0% |
| Participant deferral / active EE | $3,894 | $6,644-41.4% | $8,070-51.7% | $4,296-9.3% |
| Admin fee / account holder | $5,061 | $7,941-36.3% | $12,998-61.1% | $6,918-26.8% |