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 | $235,845 | $110,502+113.4% | $80,716+192.2% | $167,490+40.8% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 14.44% | 120.54%-106.1pp | 87.28%-72.8pp | 478.56%-464.1pp |
| Employer contribution / active EE | $243 | $1,543-84.3% | $1,160-79.1% | $4,837-95.0% |
| Participant deferral / active EE | $2,280 | $2,871-20.6% | $2,146+6.3% | $6,341-64.0% |
| Admin fee / account holder | $8,517 | $4,545+87.4% | $3,380+152.0% | $12,309-30.8% |