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 | $230,243 | $96,635+138.3% | $86,612+165.8% | $139,434+65.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 26.22% | 106.41%-80.2pp | 591.07%-564.9pp | 372.94%-346.7pp |
| Employer contribution / active EE | $849 | $3,263-74.0% | $3,022-71.9% | $4,751-82.1% |
| Participant deferral / active EE | $10,000 | $4,836+106.8% | $4,438+125.3% | $6,710+49.0% |
| Admin fee / account holder | $8,579 | $6,408+33.9% | $5,614+52.8% | $11,403-24.8% |