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 | $225,909 | $111,724+102.2% | $93,606+141.3% | $145,922+54.8% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 9.13% | 202.98%-193.9pp | 133.20%-124.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,359 | $3,090-56.0% | $2,420-43.8% | $4,660-70.8% |
| Participant deferral / active EE | $6,567 | $4,912+33.7% | $4,411+48.9% | $6,688-1.8% |
| Admin fee / account holder | $2,549 | $10,250-75.1% | $8,285-69.2% | $13,397-81.0% |