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 | $245,061 | $158,398+54.7% | $126,539+93.7% | $142,382+72.1% |
| Participation rate | 65.2% | 75.8%-10.6pp | 69.8%-4.6pp | 80.1%-14.9pp |
| Annual return | 21.63% | 593.76%-572.1pp | 425.95%-404.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,625 | $4,650-65.1% | $3,674-55.8% | $4,299-62.2% |
| Participant deferral / active EE | $5,049 | $4,767+5.9% | $4,083+23.7% | $6,507-22.4% |
| Admin fee / account holder | $10,594 | $6,918+53.1% | $6,065+74.7% | $12,624-16.1% |