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 | $172,401 | $99,877+72.6% | $84,966+102.9% | $145,922+18.1% |
| Participation rate | 63.2% | 74.1%-10.9pp | 67.5%-4.3pp | 80.3%-17.1pp |
| Annual return | 18.06% | 83.76%-65.7pp | 66.38%-48.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,787 | $3,231-44.7% | $2,727-34.5% | $4,660-61.7% |
| Participant deferral / active EE | $4,203 | $5,291-20.6% | $4,519-7.0% | $6,688-37.2% |
| Admin fee / account holder | $1,203 | $7,248-83.4% | $6,149-80.4% | $13,397-91.0% |