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 | $243,319 | $121,625+100.1% | $104,607+132.6% | $158,922+53.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 17.15% | 465.26%-448.1pp | 340.46%-323.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,560 | $3,163-50.7% | $2,681-41.8% | $4,761-67.2% |
| Participant deferral / active EE | $8,942 | $4,177+114.1% | $3,740+139.1% | $5,982+49.5% |
| Admin fee / account holder | $1,469 | $7,787-81.1% | $6,473-77.3% | $11,246-86.9% |