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 | $200,906 | $109,327+83.8% | $89,391+124.7% | $158,922+26.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 15.25% | 345.68%-330.4pp | 245.62%-230.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,220 | $3,170-30.0% | $2,586-14.1% | $4,761-53.4% |
| Participant deferral / active EE | $5,720 | $4,598+24.4% | $3,890+47.1% | $5,982-4.4% |
| Admin fee / account holder | $4,931 | $6,153-19.9% | $4,881+1.0% | $11,246-56.2% |