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 | $186,285 | $111,724+66.7% | $93,606+99.0% | $145,922+27.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 22.91% | 202.98%-180.1pp | 133.20%-110.3pp | 561.29%-538.4pp |
| Employer contribution / active EE | $4,051 | $3,090+31.1% | $2,420+67.4% | $4,660-13.1% |
| Participant deferral / active EE | $10,359 | $4,912+110.9% | $4,411+134.8% | $6,688+54.9% |
| Admin fee / account holder | $24,127 | $10,250+135.4% | $8,285+191.2% | $13,397+80.1% |