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 | $249,808 | $100,852+147.7% | $90,404+176.3% | $158,922+57.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 12.67% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,276 | $3,689-38.3% | $3,262-30.2% | $4,761-52.2% |
| Participant deferral / active EE | $10,109 | $4,348+132.5% | $3,963+155.1% | $5,982+69.0% |
| Admin fee / account holder | $743 | $6,501-88.6% | $5,611-86.8% | $11,246-93.4% |