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 | $157,950 | $159,901-1.2% | $146,958+7.5% | $145,922+8.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.0pp |
| Annual return | 34.21% | 98.13%-63.9pp | 418.34%-384.1pp | 561.29%-527.1pp |
| Employer contribution / active EE | $6,322 | $5,286+19.6% | $4,933+28.2% | $4,660+35.7% |
| Participant deferral / active EE | $13,514 | $8,428+60.3% | $8,070+67.5% | $6,688+102.1% |
| Admin fee / account holder | $2,140 | $15,044-85.8% | $12,998-83.5% | $13,397-84.0% |