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 | $208,417 | $108,919+91.4% | $100,391+107.6% | $145,922+42.8% |
| Participation rate | 58.3% | 82.9%-24.6pp | 81.5%-23.1pp | 80.3%-21.9pp |
| Annual return | 13.72% | 57.88%-44.2pp | 49.20%-35.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,570 | $4,419-41.8% | $3,942-34.8% | $4,660-44.8% |
| Participant deferral / active EE | $7,037 | $8,445-16.7% | $8,082-12.9% | $6,688+5.2% |
| Admin fee / account holder | $11,038 | $9,689+13.9% | $7,899+39.7% | $13,397-17.6% |