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 | $136,143 | $115,770+17.6% | $101,248+34.5% | $158,922-14.3% |
| Participation rate | 29.2% | 79.4%-50.2pp | 75.8%-46.6pp | 82.0%-52.8pp |
| Annual return | 85.72% | 56.14%+29.6pp | 46.47%+39.3pp | 302.83%-217.1pp |
| Employer contribution / active EE | $6,033 | $4,175+44.5% | $3,660+64.9% | $4,761+26.7% |
| Participant deferral / active EE | $1,896 | $4,957-61.8% | $4,370-56.6% | $5,982-68.3% |
| Admin fee / account holder | $2,941 | $7,245-59.4% | $5,945-50.5% | $11,246-73.8% |