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 | $241,319 | $74,888+222.2% | $71,209+238.9% | $142,382+69.5% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 17.10% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,399 | $2,854-51.0% | $2,721-48.6% | $4,299-67.5% |
| Participant deferral / active EE | $6,961 | $4,454+56.3% | $4,175+66.7% | $6,507+7.0% |
| Admin fee / account holder | $1,521 | $5,568-72.7% | $5,349-71.6% | $12,624-88.0% |