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 | $249,370 | $99,877+149.7% | $84,966+193.5% | $145,922+70.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 15.28% | 83.76%-68.5pp | 66.38%-51.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $22,445 | $3,231+594.6% | $2,727+723.0% | $4,660+381.7% |
| Participant deferral / active EE | $24,547 | $5,291+364.0% | $4,519+443.2% | $6,688+267.0% |
| Admin fee / account holder | $4,298 | $7,248-40.7% | $6,149-30.1% | $13,397-67.9% |