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 | $231,639 | $70,606+228.1% | $53,898+329.8% | $142,382+62.7% |
| Participation rate | 27.3% | 63.7%-36.4pp | 55.0%-27.7pp | 80.1%-52.8pp |
| Annual return | 19.51% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,398 | $1,202+16.3% | $932+50.0% | $4,299-67.5% |
| Participant deferral / active EE | $4,814 | $2,364+103.7% | $1,826+163.6% | $6,507-26.0% |
| Admin fee / account holder | $1,678 | $2,852-41.2% | $2,491-32.6% | $12,624-86.7% |