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 | $212,128 | $180,449+17.6% | $154,107+37.6% | $135,375+56.7% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -4.11% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,787 | $6,035-70.4% | $5,298-66.3% | $4,779-62.6% |
| Participant deferral / active EE | $7,070 | $5,806+21.8% | $5,081+39.2% | $5,609+26.0% |
| Admin fee / account holder | $8,566 | $16,143-46.9% | $13,411-36.1% | $10,827-20.9% |