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 | $249,545 | $126,574+97.2% | $106,213+134.9% | $145,922+71.0% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 17.07% | 224.79%-207.7pp | 116.14%-99.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,435 | $3,730-61.5% | $3,171-54.8% | $4,660-69.2% |
| Participant deferral / active EE | $2,848 | $5,724-50.2% | $5,016-43.2% | $6,688-57.4% |
| Admin fee / account holder | $6,391 | $17,304-63.1% | $11,033-42.1% | $13,397-52.3% |