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 | $221,026 | $105,998+108.5% | $92,233+139.6% | $147,584+49.8% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 16.37% | 50.05%-33.7pp | 176.28%-159.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,076 | $4,333-52.1% | $3,679-43.6% | $4,876-57.4% |
| Participant deferral / active EE | $7,200 | $4,478+60.8% | $3,897+84.8% | $5,439+32.4% |
| Admin fee / account holder | $361 | $6,332-94.3% | $5,194-93.0% | $10,885-96.7% |