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 | $178,827 | $202,432-11.7% | $169,368+5.6% | $139,434+28.3% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 24.66% | 531.74%-507.1pp | 405.60%-380.9pp | 372.94%-348.3pp |
| Employer contribution / active EE | $11,912 | $4,692+153.9% | $4,013+196.9% | $4,751+150.7% |
| Participant deferral / active EE | $5,580 | $6,938-19.6% | $6,221-10.3% | $6,710-16.8% |
| Admin fee / account holder | $1,340 | $10,708-87.5% | $9,003-85.1% | $11,403-88.3% |