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 | $219,966 | $115,770+90.0% | $101,248+117.3% | $158,922+38.4% |
| Participation rate | 65.0% | 79.4%-14.4pp | 75.8%-10.8pp | 82.0%-17.0pp |
| Annual return | 22.19% | 56.14%-33.9pp | 46.47%-24.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,694 | $4,175-35.5% | $3,660-26.4% | $4,761-43.4% |
| Participant deferral / active EE | $7,854 | $4,957+58.4% | $4,370+79.7% | $5,982+31.3% |
| Admin fee / account holder | $3,030 | $7,245-58.2% | $5,945-49.0% | $11,246-73.1% |