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 | $243,593 | $161,352+51.0% | $134,172+81.6% | $137,256+77.5% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.5%-72.5pp | 80.0%-80.0pp |
| Annual return | 11.19% | 28.72%-17.5pp | 25.30%-14.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,517 | $4,099-38.6% | $3,420-26.4% | $4,156-39.4% |
| Participant deferral / active EE | $12,640 | $5,552+127.7% | $4,690+169.5% | $6,407+97.3% |
| Admin fee / account holder | $2,162 | $15,028-85.6% | $12,016-82.0% | $12,270-82.4% |