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 | $247,460 | $226,064+9.5% | $182,532+35.6% | $152,861+61.9% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.4%-18.8pp |
| Annual return | 23.33% | 192.51%-169.2pp | 148.54%-125.2pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,864 | $4,978-22.4% | $4,076-5.2% | $4,762-18.9% |
| Participant deferral / active EE | $7,527 | $6,368+18.2% | $5,524+36.3% | $5,850+28.7% |
| Admin fee / account holder | $2,876 | $10,703-73.1% | $8,592-66.5% | $11,596-75.2% |