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 | $212,273 | $118,849+78.6% | $96,562+119.8% | $167,490+26.7% |
| Participation rate | 58.3% | 75.5%-17.1pp | 69.8%-11.5pp | 82.1%-23.8pp |
| Annual return | 13.16% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,325 | $3,120-57.5% | $2,356-43.8% | $4,837-72.6% |
| Participant deferral / active EE | $3,875 | $4,616-16.0% | $3,849+0.7% | $6,341-38.9% |
| Admin fee / account holder | $8,388 | $8,065+4.0% | $6,181+35.7% | $12,309-31.9% |