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 | $219,468 | $99,652+120.2% | $78,778+178.6% | $147,584+48.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 14.78% | 47.28%-32.5pp | 35.62%-20.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $418 | $2,796-85.1% | $1,986-79.0% | $4,876-91.4% |
| Participant deferral / active EE | $835 | $3,664-77.2% | $2,958-71.8% | $5,439-84.6% |
| Admin fee / account holder | $1,077 | $7,155-84.9% | $5,134-79.0% | $10,885-90.1% |