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 | $242,062 | $144,119+68.0% | $117,854+105.4% | $147,584+64.0% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | 19.58% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,776 | $4,896-63.7% | $3,786-53.1% | $4,876-63.6% |
| Participant deferral / active EE | $4,358 | $5,316-18.0% | $4,482-2.8% | $5,439-19.9% |
| Admin fee / account holder | $761 | $10,886-93.0% | $8,020-90.5% | $10,885-93.0% |