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 | $228,052 | $210,648+8.3% | $177,989+28.1% | $145,922+56.3% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 8.17% | 385.86%-377.7pp | 294.48%-286.3pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,076 | $4,565-76.4% | $3,949-72.8% | $4,660-76.9% |
| Participant deferral / active EE | $3,764 | $6,958-45.9% | $6,276-40.0% | $6,688-43.7% |
| Admin fee / account holder | $2,056 | $12,013-82.9% | $10,363-80.2% | $13,397-84.7% |