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 | $182,505 | $121,625+50.1% | $104,607+74.5% | $158,922+14.8% |
| Participation rate | 64.3% | 77.5%-13.2pp | 74.1%-9.8pp | 82.0%-17.7pp |
| Annual return | 5.50% | 465.26%-459.8pp | 340.46%-335.0pp | 302.83%-297.3pp |
| Employer contribution / active EE | $1,670 | $3,163-47.2% | $2,681-37.7% | $4,761-64.9% |
| Participant deferral / active EE | $7,204 | $4,177+72.4% | $3,740+92.6% | $5,982+20.4% |
| Admin fee / account holder | $1,446 | $7,787-81.4% | $6,473-77.7% | $11,246-87.1% |