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 | $220,211 | $159,901+37.7% | $146,958+49.8% | $145,922+50.9% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.5pp | 80.3%-32.7pp |
| Annual return | 13.52% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,860 | $5,286-45.9% | $4,933-42.0% | $4,660-38.6% |
| Participant deferral / active EE | $7,996 | $8,428-5.1% | $8,070-0.9% | $6,688+19.6% |
| Admin fee / account holder | $23,500 | $15,044+56.2% | $12,998+80.8% | $13,397+75.4% |