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 | $227,115 | $121,625+86.7% | $104,607+117.1% | $158,922+42.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 10.95% | 465.26%-454.3pp | 340.46%-329.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,862 | $3,163+22.1% | $2,681+44.1% | $4,761-18.9% |
| Participant deferral / active EE | $7,909 | $4,177+89.3% | $3,740+111.5% | $5,982+32.2% |
| Admin fee / account holder | $10,858 | $7,787+39.4% | $6,473+67.7% | $11,246-3.4% |