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 | $198,399 | $74,888+164.9% | $71,209+178.6% | $142,382+39.3% |
| Participation rate | 7.1% | 76.2%-69.1pp | 73.8%-66.6pp | 80.1%-73.0pp |
| Annual return | 17.01% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,173 | $2,854+46.2% | $2,721+53.4% | $4,299-2.9% |
| Participant deferral / active EE | $3,674 | $4,454-17.5% | $4,175-12.0% | $6,507-43.5% |
| Admin fee / account holder | $1,203 | $5,568-78.4% | $5,349-77.5% | $12,624-90.5% |