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 | $212,912 | $114,047+86.7% | $96,139+121.5% | $167,490+27.1% |
| Participation rate | 62.5% | 75.1%-12.6pp | 68.4%-5.9pp | 82.1%-19.6pp |
| Annual return | 15.45% | 189.88%-174.4pp | 191.94%-176.5pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,948 | $3,427-14.0% | $2,797+5.4% | $4,837-39.1% |
| Participant deferral / active EE | $7,638 | $5,194+47.1% | $4,349+75.6% | $6,341+20.4% |
| Admin fee / account holder | $1,337 | $6,897-80.6% | $5,537-75.9% | $12,309-89.1% |