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 | $112,726 | $52,353+115.3% | $120,225-6.2% | $82,448+36.7% |
| Participation rate | 50.6% | 58.3%-7.7pp | 69.6%-18.9pp | 68.1%-17.4pp |
| Annual return | 14.95% | 61.85%-46.9pp | 439.23%-424.3pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,937 | $1,510+28.3% | $3,475-44.3% | $2,551-24.0% |
| Participant deferral / active EE | $4,204 | $2,627+60.1% | $3,999+5.1% | $4,139+1.6% |
| Admin fee / account holder | $14,124 | $4,363+223.7% | $5,696+147.9% | $7,234+95.2% |