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 | $210,343 | $112,881+86.3% | $90,951+131.3% | $158,922+32.4% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 14.45% | 215.79%-201.3pp | 134.60%-120.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,337 | $2,893-53.8% | $2,122-37.0% | $4,761-71.9% |
| Participant deferral / active EE | $3,862 | $4,128-6.4% | $3,373+14.5% | $5,982-35.4% |
| Admin fee / account holder | $1,908 | $8,041-76.3% | $5,959-68.0% | $11,246-83.0% |