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 | $240,683 | $65,561+267.1% | $86,188+179.3% | $75,163+220.2% |
| Participation rate | 44.0% | 60.5%-16.5pp | 69.0%-25.0pp | 67.2%-23.2pp |
| Annual return | 37.64% | 46.05%-8.4pp | 1168.45%-1130.8pp | 160.62%-123.0pp |
| Employer contribution / active EE | $1,559 | $1,553+0.4% | $2,380-34.5% | $2,670-41.6% |
| Participant deferral / active EE | $3,845 | $3,024+27.2% | $3,985-3.5% | $4,125-6.8% |
| Admin fee / account holder | $1,257 | $5,474-77.0% | $6,852-81.7% | $5,651-77.8% |