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 | $226,002 | $99,652+126.8% | $78,778+186.9% | $147,584+53.1% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 14.89% | 47.28%-32.4pp | 35.62%-20.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,255 | $2,796-19.3% | $1,986+13.6% | $4,876-53.8% |
| Participant deferral / active EE | $6,857 | $3,664+87.2% | $2,958+131.8% | $5,439+26.1% |
| Admin fee / account holder | $2,639 | $7,155-63.1% | $5,134-48.6% | $10,885-75.8% |