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 | $219,044 | $117,841+85.9% | $102,423+113.9% | $145,922+50.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 16.73% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,749 | $3,615+3.7% | $3,023+24.0% | $4,660-19.5% |
| Participant deferral / active EE | $7,746 | $5,731+35.2% | $5,053+53.3% | $6,688+15.8% |
| Admin fee / account holder | $388 | $13,326-97.1% | $9,451-95.9% | $13,397-97.1% |