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 | $246,911 | $109,327+125.8% | $89,391+176.2% | $158,922+55.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 16.08% | 345.68%-329.6pp | 245.62%-229.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $488 | $3,170-84.6% | $2,586-81.1% | $4,761-89.8% |
| Participant deferral / active EE | $5,159 | $4,598+12.2% | $3,890+32.6% | $5,982-13.8% |
| Admin fee / account holder | $544 | $6,153-91.2% | $4,881-88.9% | $11,246-95.2% |