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 | $213,712 | $109,982+94.3% | $97,226+119.8% | $145,922+46.5% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 8.94% | 242.90%-234.0pp | 75.13%-66.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,347 | $3,084-23.9% | $2,729-14.0% | $4,660-49.6% |
| Participant deferral / active EE | $2,418 | $4,676-48.3% | $4,264-43.3% | $6,688-63.8% |
| Admin fee / account holder | $2,199 | $6,221-64.7% | $5,654-61.1% | $13,397-83.6% |