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 | $238,840 | $109,327+118.5% | $89,391+167.2% | $158,922+50.3% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 21.47% | 345.68%-324.2pp | 245.62%-224.1pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,350 | $3,170-57.4% | $2,586-47.8% | $4,761-71.6% |
| Participant deferral / active EE | $5,598 | $4,598+21.7% | $3,890+43.9% | $5,982-6.4% |
| Admin fee / account holder | $709 | $6,153-88.5% | $4,881-85.5% | $11,246-93.7% |