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 | $218,639 | $111,535+96.0% | $105,223+107.8% | $137,256+59.3% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 16.29% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,227 | $3,939-68.9% | $3,689-66.7% | $4,156-70.5% |
| Participant deferral / active EE | $10,598 | $5,500+92.7% | $5,072+109.0% | $6,407+65.4% |
| Admin fee / account holder | $1,805 | $9,721-81.4% | $8,859-79.6% | $12,270-85.3% |