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 | $243,279 | $108,912+123.4% | $100,383+142.4% | $145,959+66.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 19.93% | 57.96%-38.0pp | 49.26%-29.3pp | 561.95%-542.0pp |
| Employer contribution / active EE | $1,885 | $4,423-57.4% | $3,944-52.2% | $4,661-59.5% |
| Participant deferral / active EE | $10,367 | $8,451+22.7% | $8,086+28.2% | $6,689+55.0% |
| Admin fee / account holder | $9,705 | $9,690+0.2% | $7,900+22.8% | $13,398-27.6% |