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 | $248,194 | $74,888+231.4% | $71,209+248.5% | $142,382+74.3% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.1%-33.5pp |
| Annual return | 14.99% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,816 | $2,854-36.4% | $2,721-33.2% | $4,299-57.7% |
| Participant deferral / active EE | $3,931 | $4,454-11.7% | $4,175-5.8% | $6,507-39.6% |
| Admin fee / account holder | $602 | $5,568-89.2% | $5,349-88.8% | $12,624-95.2% |