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 | $207,813 | $159,934+29.9% | $147,005+41.4% | $145,959+42.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.40% | 98.24%-80.8pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $19,047 | $5,287+260.2% | $4,934+286.0% | $4,661+308.7% |
| Participant deferral / active EE | $2,892 | $8,427-65.7% | $8,070-64.2% | $6,689-56.8% |
| Admin fee / account holder | $1,318 | $15,053-91.2% | $13,006-89.9% | $13,398-90.2% |