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 | $244,516 | $118,680+106.0% | $98,907+147.2% | $158,922+53.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 15.71% | 372.35%-356.6pp | 196.43%-180.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,234 | $3,333-33.0% | $2,689-16.9% | $4,761-53.1% |
| Participant deferral / active EE | $2,508 | $5,088-50.7% | $4,244-40.9% | $5,982-58.1% |
| Admin fee / account holder | $6,553 | $10,131-35.3% | $6,642-1.3% | $11,246-41.7% |