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 | $243,423 | $150,187+62.1% | $120,354+102.3% | $145,922+66.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 12.07% | 154.07%-142.0pp | 107.15%-95.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,990 | $4,348+14.8% | $3,463+44.1% | $4,660+7.1% |
| Participant deferral / active EE | $16,223 | $6,173+162.8% | $4,991+225.0% | $6,688+142.6% |
| Admin fee / account holder | $2,659 | $12,207-78.2% | $9,423-71.8% | $13,397-80.2% |