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 | $217,665 | $70,606+208.3% | $53,898+303.8% | $142,382+52.9% |
| Participation rate | 38.5% | 63.7%-25.2pp | 55.0%-16.5pp | 80.1%-41.7pp |
| Annual return | 15.01% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $837 | $1,202-30.4% | $932-10.2% | $4,299-80.5% |
| Participant deferral / active EE | $5,748 | $2,364+143.2% | $1,826+214.7% | $6,507-11.7% |
| Admin fee / account holder | $5,573 | $2,852+95.4% | $2,491+123.7% | $12,624-55.9% |