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 | $244,681 | $109,982+122.5% | $97,226+151.7% | $145,922+67.7% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 14.62% | 242.90%-228.3pp | 75.13%-60.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $5,323 | $3,084+72.6% | $2,729+95.1% | $4,660+14.2% |
| Participant deferral / active EE | $8,027 | $4,676+71.7% | $4,264+88.3% | $6,688+20.0% |
| Admin fee / account holder | $12,964 | $6,221+108.4% | $5,654+129.3% | $13,397-3.2% |