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 | $209,975 | $83,902+150.3% | $167,512+25.3% | $84,808+147.6% |
| Participation rate | 41.4% | 66.5%-25.1pp | 77.1%-35.7pp | 68.3%-26.9pp |
| Annual return | 21.18% | 91.55%-70.4pp | 1615.79%-1594.6pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,521 | $2,264-32.8% | $3,882-60.8% | $2,631-42.2% |
| Participant deferral / active EE | $4,498 | $4,442+1.3% | $6,405-29.8% | $4,212+6.8% |
| Admin fee / account holder | $743 | $7,915-90.6% | $9,769-92.4% | $7,344-89.9% |