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 | $189,050 | $159,901+18.2% | $146,958+28.6% | $145,922+29.6% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 22.07% | 98.13%-76.1pp | 418.34%-396.3pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,126 | $5,286-59.8% | $4,933-56.9% | $4,660-54.4% |
| Participant deferral / active EE | $9,214 | $8,428+9.3% | $8,070+14.2% | $6,688+37.8% |
| Admin fee / account holder | $5,013 | $15,044-66.7% | $12,998-61.4% | $13,397-62.6% |