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 | $235,939 | $96,635+144.2% | $86,612+172.4% | $139,434+69.2% |
| Participation rate | 46.7% | 74.4%-27.7pp | 71.7%-25.0pp | 80.3%-33.7pp |
| Annual return | 18.51% | 106.41%-87.9pp | 591.07%-572.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,402 | $3,263-26.4% | $3,022-20.5% | $4,751-49.4% |
| Participant deferral / active EE | $7,780 | $4,836+60.9% | $4,438+75.3% | $6,710+15.9% |
| Admin fee / account holder | $1,729 | $6,408-73.0% | $5,614-69.2% | $11,403-84.8% |