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 | $192,002 | $175,202+9.6% | $149,673+28.3% | $139,434+37.7% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 15.77% | 166.71%-150.9pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,268 | $5,474-58.6% | $4,818-52.9% | $4,751-52.3% |
| Participant deferral / active EE | $5,896 | $6,519-9.6% | $5,680+3.8% | $6,710-12.1% |
| Admin fee / account holder | $22,198 | $16,150+37.4% | $13,210+68.0% | $11,403+94.7% |