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 | $212,554 | $126,574+67.9% | $106,213+100.1% | $145,922+45.7% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 14.01% | 224.79%-210.8pp | 116.14%-102.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,600 | $3,730-57.1% | $3,171-49.6% | $4,660-65.7% |
| Participant deferral / active EE | $4,074 | $5,724-28.8% | $5,016-18.8% | $6,688-39.1% |
| Admin fee / account holder | $29,071 | $17,304+68.0% | $11,033+163.5% | $13,397+117.0% |