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 | $211,688 | $107,334+97.2% | $92,893+127.9% | $152,861+38.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 25.07% | 145.58%-120.5pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,567 | $4,221-15.5% | $3,653-2.4% | $4,762-25.1% |
| Participant deferral / active EE | $9,193 | $4,845+89.7% | $4,236+117.0% | $5,850+57.1% |
| Admin fee / account holder | $390 | $7,079-94.5% | $5,794-93.3% | $11,596-96.6% |