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 | $175,014 | $93,024+88.1% | $77,024+127.2% | $134,475+30.1% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | -20.39% | 62.60%-83.0pp | 42.32%-62.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,355 | $3,418+27.4% | $2,812+54.9% | $4,740-8.1% |
| Participant deferral / active EE | $5,042 | $5,238-3.7% | $4,426+13.9% | $6,400-21.2% |
| Admin fee / account holder | $19,518 | $6,944+181.1% | $5,425+259.8% | $11,426+70.8% |