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 | $156,974 | $109,904+42.8% | $97,167+61.6% | $145,959+7.5% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 17.03% | 243.43%-226.4pp | 75.27%-58.2pp | 561.95%-544.9pp |
| Employer contribution / active EE | $5,367 | $3,084+74.0% | $2,729+96.7% | $4,661+15.2% |
| Participant deferral / active EE | $6,217 | $4,676+33.0% | $4,264+45.8% | $6,689-7.1% |
| Admin fee / account holder | $531 | $6,216-91.5% | $5,650-90.6% | $13,398-96.0% |