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 | $175,382 | $159,901+9.7% | $146,958+19.3% | $145,922+20.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 9.93% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,288 | $5,286-56.7% | $4,933-53.6% | $4,660-50.9% |
| Participant deferral / active EE | $9,499 | $8,428+12.7% | $8,070+17.7% | $6,688+42.0% |
| Admin fee / account holder | $11,744 | $15,044-21.9% | $12,998-9.6% | $13,397-12.3% |