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 | $241,018 | $115,770+108.2% | $101,248+138.0% | $158,922+51.7% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 28.15% | 56.14%-28.0pp | 46.47%-18.3pp | 302.83%-274.7pp |
| Employer contribution / active EE | $2,834 | $4,175-32.1% | $3,660-22.6% | $4,761-40.5% |
| Participant deferral / active EE | $6,007 | $4,957+21.2% | $4,370+37.5% | $5,982+0.4% |
| Admin fee / account holder | $5,644 | $7,245-22.1% | $5,945-5.1% | $11,246-49.8% |