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 | $208,526 | $209,411-0.4% | $178,490+16.8% | $158,922+31.2% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 39.17% | 188.75%-149.6pp | 151.07%-111.9pp | 302.83%-263.7pp |
| Employer contribution / active EE | $2,568 | $5,706-55.0% | $5,011-48.7% | $4,761-46.1% |
| Participant deferral / active EE | $8,205 | $5,954+37.8% | $5,202+57.7% | $5,982+37.2% |
| Admin fee / account holder | $1,178 | $17,074-93.1% | $13,984-91.6% | $11,246-89.5% |