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 | $168,562 | $98,750+70.7% | $149,696+12.6% | $79,858+111.1% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 233.18% | 27.43%+205.8pp | 276.60%-43.4pp | 31.71%+201.5pp |
| Employer contribution / active EE | $2,865 | $3,216-10.9% | $4,644-38.3% | $2,471+16.0% |
| Participant deferral / active EE | $7,180 | $5,680+26.4% | $6,842+4.9% | $3,740+92.0% |
| Admin fee / account holder | $727 | $6,053-88.0% | $9,309-92.2% | $5,306-86.3% |