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 | $194,650 | $198,466-1.9% | $170,442+14.2% | $147,584+31.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 17.35% | 257.29%-239.9pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,240 | $6,184-63.8% | $5,433-58.8% | $4,876-54.1% |
| Participant deferral / active EE | $5,058 | $5,629-10.1% | $4,939+2.4% | $5,439-7.0% |
| Admin fee / account holder | $1,085 | $16,852-93.6% | $13,880-92.2% | $10,885-90.0% |