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 | $239,650 | $83,902+185.6% | $167,512+43.1% | $84,808+182.6% |
| Participation rate | 68.0% | 66.5%+1.5pp | 77.1%-9.1pp | 68.3%-0.3pp |
| Annual return | 16.23% | 91.55%-75.3pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,731 | $2,264-23.5% | $3,882-55.4% | $2,631-34.2% |
| Participant deferral / active EE | $6,691 | $4,442+50.6% | $6,405+4.5% | $4,212+58.9% |
| Admin fee / account holder | $22,404 | $7,915+183.0% | $9,769+129.3% | $7,344+205.1% |