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 | $226,182 | $209,411+8.0% | $178,490+26.7% | $158,922+42.3% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 13.61% | 188.75%-175.1pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,392 | $5,706-75.6% | $5,011-72.2% | $4,761-70.8% |
| Participant deferral / active EE | $2,853 | $5,954-52.1% | $5,202-45.1% | $5,982-52.3% |
| Admin fee / account holder | $1,659 | $17,074-90.3% | $13,984-88.1% | $11,246-85.3% |