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 | $219,122 | $72,396+202.7% | $67,511+224.6% | $145,959+50.1% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 12.98% | 7194.07%-7181.1pp | 3517.41%-3504.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,972 | $3,071+29.4% | $2,733+45.4% | $4,661-14.8% |
| Participant deferral / active EE | $9,596 | $4,781+100.7% | $4,000+139.9% | $6,689+43.5% |
| Admin fee / account holder | $4,645 | $5,538-16.1% | $3,999+16.2% | $13,398-65.3% |